Scheduled Transactions data archive

Maf. King maf at chilwell.net
Mon May 18 16:52:37 EDT 2009


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?

> 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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