Database roll-up for a year
Posted: Tue Aug 23, 2022 4:13 pm
Hi everyone,
Way back in time when I used to use MS Money or Quicken or similar, you used to be able to 'roll-up' the year at year end, or any other point.
This meant - using January 1st as the year start date for this example - that old transactions, old payees etc from prior to the year start date, would be hived off into an archive file, and a balancing amount would be placed in the 'live' database file to start the new year with.
This meant the database file was smaller, easier to handle and you didn't collect one-off payees from 3, 4, 5 years ago that get in the way while using the current database.
I can't see how to achieve the same thing in MMEX. Is it possible - or via a clever methodology to achieve the same effect?
If anyone knows, I'd be super grateful to know too.
Way back in time when I used to use MS Money or Quicken or similar, you used to be able to 'roll-up' the year at year end, or any other point.
This meant - using January 1st as the year start date for this example - that old transactions, old payees etc from prior to the year start date, would be hived off into an archive file, and a balancing amount would be placed in the 'live' database file to start the new year with.
This meant the database file was smaller, easier to handle and you didn't collect one-off payees from 3, 4, 5 years ago that get in the way while using the current database.
I can't see how to achieve the same thing in MMEX. Is it possible - or via a clever methodology to achieve the same effect?
If anyone knows, I'd be super grateful to know too.