Keep changes in EXCEL so I can show the IRS when I recorded expen.

[Guest]

I use EXCEL to keep track of my milage and contacts while trying to place
high school exchange students. The IRS requires that you keep a log and
showing when you made the entries is good. I have to make the workbook
shared and then remember to set the changes retention period. There is no
save changes forever option. Also there are things you can't do with a shared
book.. like make a copy for next year.

 

[Dave Peterson]

Why can't you do a File|SaveAs (use a different workbook name)
and use that for next year.

You could even use windows explorer to copy the old file and paste to the same
folder. You'll end up with "copy of mybook.xls" and you can rename that later.

Then open the new workbook, turn off sharing/tracking to clean up last year's
saved changes. Then turn them back on.