[moneytalks] Re: 2008 start
- From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Thu, 20 Dec 2007 19:47:22 -0600
Hi Suzy and mt folks,
Yep, as you say , Suzy, my suggestion doesn't work. Thanks for clarifying it
for me. I played with exporting and importing .qif files and saving registers
to different names, and you just import and export or save entire registers
with mt with the method I suggested.
And thanks Gary, for giving such a simple method. Just save the register you
want to work with to a different name under "save as", then delete the
transactions you don't want there, for example get rid of all stuff before
January 1, 2007 to get a record for 2007. Then use the alt+enter to get to
properties, and enter the balance on the transaction that happened just before
January 1, 2007. (Probably best to write down that date before you start
deleting stuff first.) Now you will have a register of just 2007 transactions
with correct balances.
Steve
----- Original Message -----
From: Suzy
To: moneytalks@xxxxxxxxxxxxx
Sent: Thursday, December 20, 2007 5:17 PM
Subject: [moneytalks] Re: 2008 start
I failed to mention. I also tried the Restrict By Date option, too. The
results were the same.
Suzy, The Blind Avenger
TheBlindAvenger@xxxxxxx
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From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Suzy
Sent: Thursday, December 20, 2007 5:10 PM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: 2008 start
Steve,
I just tried that a few minutes ago and it did not work.
I went to the Edit menu and activated the Select By Date command.
I entered a start date of December 1st. and an end date of December 19 and
pressed Enter.
Next, I went to the File, opened the Export sub-menu, and activated the qif
file command.
I gave the file a name and pressed Enter.
I opened the qif file and discovered it began with my first transaction of
this year.
I had hoped this would be an answer for Nancy. Unfortunately, it isn't.
Suzy, The Blind Avenger
TheBlindAvenger@xxxxxxx
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From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Steve Zielinski
Sent: Thursday, December 20, 2007 4:08 PM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: 2008 start
Hi Nancy,
I'm wondering if you can select a series of transactions by date range, let's
say an entire year, export that to a .qif or .csv file, under the money talks
file menu, start a new register, then import that .csv or .qif file into the
new register and give it a name. Then if you made sure you had the correct
starting balance in the properties, alt+e, you might get meaningful information
out of the register.
Maybe the MT folks can come up with a simpler sollution, because I think
these kinds of issues have come up before.
Steve
----- Original Message -----
From: Suzy
To: moneytalks@xxxxxxxxxxxxx
Sent: Thursday, December 20, 2007 12:24 PM
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
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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
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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.
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