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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