[moneytalks] Re: 2008 start

  • From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
  • To: <moneytalks@xxxxxxxxxxxxx>
  • Date: Mon, 24 Dec 2007 18:55:46 -0600

There I go again. No, you don't read the title bar with ctrl+f9, it's just f9.


----- Original Message ----- From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Monday, December 24, 2007 6:51 PM
Subject: [moneytalks] Re: 2008 start


Hi Paul,

I would agree that some sort of archiving would be good, but one should have the ability to archive by date range, obviously, a person can choose the first day of a given year as the start date and the last date as the end date, if desired. But they can do any kind of archiving by date range, and that would be more flexible. A person might want to archive restricted transactions as well for examination purposes, for instance.

I recall that Rob at APH said, about a year ago on this list, that they have a test register that has some 44000 records in it and it was performing correctly.

There is a way to archive your records that Gary mentioned which should do the trick until there is a more simplified method. You probably know, but I'll give some steps that work for me. There might be an easier way though. This assumes you have "save last workspace at start up" checked under Options, Settings. This is a method to archive all records from year 2007 in some detail for beginners. Wouldn't be surprised if there could be a few steps taken that would make this method quicker.

1. Open money talks to the register from which you want to archive.

2. Save it under a different file name, File menu, "save as". I think the alt+f, then letter a key will get you there quickly. For instance, you can use the name "2007 Money Talks Register", or whatever. The default will save in the Money Talks directory with extension of .mtf. Your title bar, read with ctrl+F9 will read the new file name you saved as. Your old register name, the one you first loaded, has now gotten this new name. But don't panic, the original register is still saved on disk under it's original name.

3. Write down or remember the balance on the last transaction of 2006. It's in the balance column, usually the last one on the right.

4. Find the last transaction of 2006. One quick way is to use the ctrl+d command, and type 12/31/2006, (notice the slashes.) You can type 01/01/2007. In any event, locate the last transaction for 2006 and put yourself on it.

5. Now that you are on the last transaction for 2006, hold down the ctrl+shift keys, press the Home key on the six-pack of keys. You've just selected all transactions above the first transaction for 2007.

6. Release the ctrl+shift and press the delete key on the six-pack. Anser yes to the question, "do you want to really delete these x number of records", or however it is phrased.

7. Delete the transactions below the last transaction for 2007. That is, use the ctrl+d command, type 12/31/2007, hit enter and you will be on or close to the last transaction of 2007.

8. Move to the first transaction for 2008, maybe there are none. If so, you don't need step 9.

9. Delete all of the transactions below the last one for 2007. ctrl+shift+End key on six-pack to select them, delete key to delete them and answer yes to the question.

10. You're almost done. Press alt+enter to go to properties. In the starting balance box, enter the balance you wrote down in step 3. Then hit enter.

Now you will have a register of only 2007 records with correct balances from start to finish.

Close money talks to save the new register in your work space. I think you can use the ctlr+s save command without closing money talks, but not sure. Make sure you answer yes to save changes question.

When you open the program again, Your original register you started with won't be in the work space. Remember you saved it as "2007 Money Talks register", or whatever name you used, and also removed records from it. No problem, Go to the file menu and at the bottom locate that original register and hit enter. Now it's in your workspace and wwill load each time you start the program. It hasn't changed, it's the same large register you've always had. Great for using restriction commands and searches.

If you want to not have the newly created "2007 Money Talks Register" always loading in your workspace, either press ctrl+F4 while viewing it, or use the close option under the file menu. If you want to view it again, use the ctrl+o command, or use open under file menu, and navigate to the "2007 Money Talks Register and load it. Or the quickest way to load it is to select it from the bottom of the file menu.

Hope this is of some help, especially to beginners.

Steve

----- Original Message ----- From: "Paul Henrichsen" <paulh52@xxxxxxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Monday, December 24, 2007 4:33 PM
Subject: [moneytalks] Re: 2008 start


It would sure be neat if money talks could archive the last year like
quicken does. I'm afraid that we are going to run out of entry room in a
year or two. I really think that they should built in an archiver that would
save last year's data at the beginning of each year.
I don't want to lose my data from previous years, but I don't want to have
to set up seven new accounts each year with new names.


Paul Henrichsen
paulh52@xxxxxxxxxxx
Kurzweil 1000 Technical Support Engineer
(800) 894-5374
Press 5 then 2
or: (888) 995-9905


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