Remove Historic Items without disturbing Current Balances

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8 posts
Remove Historic Items without disturbing Current Balances

RonWilson
New MMEX User

Posts: 3
Joined: Mon May 05, 2014 1:42 am
I have around 5,000 items covering Year from 1st Jan 2011 to now,

Is there a method of reducing No of items to delete Year 2011 Items;

Ron Wilson
Re: Remove Historic Items without disturbing Current Balance
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GabrieleV
MMEX Developer

Posts: 266
Joined: Wed Apr 09, 2014 1:45 pm
Location: Italy
Hi, there isn't an automatic way. You can take note of current balance, then delete transaction and add balance in each account options.

Inviato dal mio Nexus 5
Re: Remove Historic Items without disturbing Current Balance

RonWilson
New MMEX User

Posts: 3
Joined: Mon May 05, 2014 1:42 am
GabrieleV wrote:Hi, there isn't an automatic way. You can take note of current balance, then delete transaction and add balance in each account options.

Inviato dal mio Nexus 5
Thanks GabrieleV. Will get some time to sit down and try it.

Ron
Re: Remove Historic Items without disturbing Current Balance

Nikolay
MMEX Developer

Posts: 2284
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
I vote for this feature request.
I think it may be provided options to delete all trsnsactions before some year like 2014, 2013, 2012 etc
Re: Remove Historic Items without disturbing Current Balance
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Renato
Super MMEX User

Posts: 106
Joined: Mon Apr 25, 2011 1:36 pm
also I would be that this possibility is realized.
regards Renato

use MMEX since 2009
Re: Remove Historic Items without disturbing Current Balance

MMB
New MMEX User

Posts: 5
Joined: Tue Feb 25, 2014 9:37 am
Nikolay wrote:I vote for this feature request.
I think it may be provided options to delete all trsnsactions before some year like 2014, 2013, 2012 etc


No delete, but move (hide) in an archive, so we can call back an old year !
in case of need of checking...
Re: Remove Historic Items without disturbing Current Balance

RonWilson
New MMEX User

Posts: 3
Joined: Mon May 05, 2014 1:42 am
I refer to my previous notes regarding this. Over the last couple of days, I have looked at this problem with my Database. It had around 5500 items which covered 16 Accounts for a period starting early in 2011. It took a few hours to unravel many of the Transfers between the Various Accounts whilst deleting years 2011 and 2012. I have now reduced the number of items to around 3900.

I had to refer back to the "Saved" copy that I made of the Database many times before I arrived at a Final Result.

I had moved from Microsoft Money a few years ago that had an automated System that did this for you.

Perhaps this could be added to a list of Items that could be introduced  in the future to even further improve this already brilliant Money Management System.

Thanks & Regards

Ron Wilson
Re: Remove Historic Items without disturbing Current Balance
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Renato
Super MMEX User

Posts: 106
Joined: Mon Apr 25, 2011 1:36 pm
technically that would be no problem.
one would have to insert the balance of individual accounts by the desired date in the balance at the beginning.
Subsequently, the bookings could be removed to the desired date.

I would highly pleased if there was this possibility.

Sorry my English is bad, I speak German.
regards Renato

use MMEX since 2009
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