[moneytalks] Re: 2008 start
- From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Thu, 27 Dec 2007 14:41:30 -0600
Hi Rod,
Welcome to the list. I don't think there is an archive for the list, but
not sure.
But, I'm quite sure you will get your questions answered here on the list.
There are a number of folks here who know the program well and the aph staff
who program mt are pretty responsive. They are in a beta cycle for mt right
now, so anybody who has suggestions, notions or improvement ideas for the
program can sure chime in.
The essence of this thread has to do with what to do to archive a portion of
your registry in money talks. Right now, there isn't an archiving feature
in the program. It's designed to allow one registry for a given account, no
matter how long it gets. The aph folks had a 44000 record registry that
worked correctly for them, for testing purposes. Some want to be able to
archive for tax purposes and the like. Others like to keep the full
register, regardless of its length, so they can always have the ability to
restrict on various criteria for the entire history of the register. Some
like both, that is, the complete register and sections of the register that
they saved separately.
I tend to keep one registry for one account, no matter how long, and only
break out a portion into a separate register when needed. Currently I have
records on four accounts, going back 2 and a half years.
Below is a message I put together on how one can save a portion of a
register into a separate account or register. I used the example of saving
the entire 2007 set of transactions for a given account.
This might help you get a flavor of what this current thread is about. Many
have asked that aph come up with a simpler archiving method, rather than
having the individual go through these steps. Here's that message. Don't
worry if you don't quite follow it all right now. After you use money talks
and learn some of it's features, this will make sense to you.
Best regards and ask away, folks will help you here.
Steve
----- 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 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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