[moneytalks] Re: 2008 start

  • From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
  • To: <moneytalks@xxxxxxxxxxxxx>
  • Date: Thu, 20 Dec 2007 20:00:20 -0600

Rob and aph mt folks,

Can Gary's notion of creating a new file be implemented specifically to create 
an annual file for tax purposes?  That way, with a press of a key or two, a 
person could have an annual register with a correct starting balance without 
having to Manually create the file under file > save as.  They wouldn't have to 
delete the unnecessary transactions in the new file, and enter the correct 
starting balance in the properties dialog.  Just an idea, don't know if it is 
something that would be considered, or if it is  not within the philosophy of 
the program.  It's sort of automating what someone can do themselves, but if 
they are a beginner, this issue would come up over and over again I think.

The procedure could automatically designate the new file as "Annual Register 
2007.mtf", "Annual register 2008", or whatever.

I think the save as procedure renames the file you are on to the new name.  The 
original register isn't lost, it's just replaced in the work space with the 
newly created file.  Maybe, if something like this can be automated, then in 
this special case, the original file and the new file would be retained in the 
work space.  Of course, I'm assuming the correct checkbox is checked in the 
options to allow saving the current work space status.

Regards,
Steve

  ----- Original Message ----- 
  From: Steve Zielinski 
  To: moneytalks@xxxxxxxxxxxxx 
  Sent: Thursday, December 20, 2007 7:47 PM
  Subject: [moneytalks] Re: 2008 start


  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


----------------------------------------------------------------------------

    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


----------------------------------------------------------------------------

    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


--------------------------------------------------------------------------

      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.

       

       

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