[moneytalks] Re: 2008 start

  • From: "Paul Henrichsen" <paulh52@xxxxxxxxxxx>
  • To: <moneytalks@xxxxxxxxxxxxx>
  • Date: Thu, 27 Dec 2007 11:15:45 -0800

Thanks, Steve. I will definitely save this message. 
I have seven accounts that I bring up each time. So, that would really be
quite a bit of work. The other problem is that I think I have been using
money talks for around two years or more so far. So, I would need to get
2006 and 2007 and maybe even part of 2005 set aside in all seven accounts.
But at least we have something in the steps you outlined. An archiving
feature would certainly be easier for people with multiple accounts, though.


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


-----Original Message-----
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Steve Zielinski
Sent: Monday, December 24, 2007 4:52 PM
To: moneytalks@xxxxxxxxxxxxx
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
>
>
> __________ Information from ESET Smart Security, version of virus 
> signature
> database 2745 (20071224) __________
>
> The message was checked by ESET Smart Security.
>
> http://www.eset.com
>
>
> 

 

__________ Information from ESET Smart Security, version of virus signature
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