Scheduled Transactions data archive

Mke C. subscribe307 at verizon.net
Mon May 18 17:01:39 EDT 2009


Maf. King wrote:
> On Monday 18 May 2009 21:08:13 Mke C. wrote:
>
>   
>> 1.)  My problem now with scheduled transactions.  I have a number of
>> bonds that pay interest on a regular basis and then mature.  I can
>> schedule the interest payment OK but cannot schedule the sale.  It
>> handles everything except the number of shares.  When it executes, the
>> price per share is $1 and the number of shares is adjusted to reflect
>> the correct total dollars but this messes up the asset account leaving a
>> negative balance.  Is this the only alternative or have I missed
>> something?  I can always just enter the transaction at a future date if
>> this is a limitation.
>>     
>
> Hi Mike,
> Welcome.  I believe that the SX (scheduled transaction) system can't deal with 
> either stock accounts, nor the "business features". 
>
>   
>> 2.)  My second question is deleting scheduled transactions.  I deleted
>> the entries on the transaction template but can't delete the name from
>> the transaction list.  After a while this is going to be a long list
>> with entries that have executed and those that are just mistakes.  Is
>> there a way to delete them?
>>     
>
> Erm, in the SX editor list, select the name of the TXN, then hit toobar button 
> delete.  (or menu Scheduled -> delete).  Any Help?
>   
Thanks,That did it, I knew it would be something simple.  I feel stupid 
for not seeing that.
Mike
>   
>> 3.)  I am trying to minimize the number of accounts and entries I have
>> to sort through for past investments that I no longer have.  I have set
>> the filter to not show hidden accounts but they still show up in other
>> places.  Can I delete the security in the Security Editor without
>> affecting the past financial data and will this delete it also from the
>> Edit Account>Security/currency>Select>Security list.  I don't want to
>> delete something and find it has corrupted all the past history.
>>     
>
> Pass, sorry.
>
>   
>> 4.)  My data file is about 18M which takes a long time to load at
>> startup and to generate reports.  Is there a way to archive past history
>> and still retain the basis and lot data for securities that are still
>> held to minimize the file size.  I saw in the documentation that you
>> could export the file and start a new year with the same account names
>> but there was no information on what was retained except the account names.
>>
>>     
>
> AFAIK, no.  The export accounts is just a hierarchy of accounts.
>
> HTH,
> Maf.
>
>   
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