Hi Suzy, I think it would help in reconciling the account if we could restrict by date, and still show the bank daily balance. Also can you tell me how you move transactions to the next years account. My statements are from the middle of each month, and it seems like it would make things last confusing to move the last half of December to the 08 account. Is there a way to make that work? Thanks. Nancy _____ From: moneytalks-bounce@xxxxxxxxxxxxx [mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Suzy Sent: Thursday, December 20, 2007 11:25 AM To: moneytalks@xxxxxxxxxxxxx Subject: [moneytalks] Re: 2008 start Nancy, The short answer is that you can't. Any time you restrict the transactions, MoneyTalks provides a running balance of those transactions. What are you wanting to do, when you restrict by date? Suzy, The Blind Avenger TheBlindAvenger@xxxxxxx _____ From: moneytalks-bounce@xxxxxxxxxxxxx [mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Nancy Stevens Sent: Thursday, December 20, 2007 11:55 AM To: moneytalks@xxxxxxxxxxxxx Subject: [moneytalks] Re: 2008 start Now can anyone tell me how to use the restrict by date, and still have the bank balance appear. Also I'm still having trouble using the category summary with all accounts accept the personal account. Maybe all of you who use jaws know this command but I just learned that if I type the letter c on an internet page I can more quickly find the accounts information. It works to. Thanks for all the help. Nancy _____ From: moneytalks-bounce@xxxxxxxxxxxxx [mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Gary Wunder Sent: Thursday, December 20, 2007 7:08 AM To: moneytalks@xxxxxxxxxxxxx Subject: [moneytalks] Re: 2008 start I keep all of my transactions from past years but when it comes time to do my taxes, I create a duplicate copy called 2006.mtf and then delete from it all transactions before and after that year. In this way I have the best of both worlds - searching all activity at any time for my account, but being able to create subsets for special purposes.