Back in June 2017, I purchased the ESPlanner software and created my first plan using YTD data as of 12.31.16. I’m now at the point that I have all of our 2017 data, and ready to perform my 2nd update. I just wanted to know from any long-term user if there is a way I can do the following….

1) Freeze the data inputs from June 2017 - i.e. save the .mdb under a new name referencing June 2017.

2) Reopen the June 2017 file, and then save it off as Feb 2018

3)Update the data points that have changed.

Any help would be appreciated. Michael