How old investments can be removed
How can I remove old investments or simply move them from an investment account to another ?
Is there a possibility of archiving past years in a way not to burden too much the running DB ?
Thank you
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1 Posted by Stuart Beesley ... on 08 Jun, 2022 06:43 PM
Can you archive old txns = no
Can you reduce the MD dataset size = yes. Use toolbox. Advanced mode. Shrink dataset.
Can you move investment txns = yes.
- either sell the security. Xfr the cash. Buy the security in the new account.
- or use toolbox extension. To move the txns from one account to another. You will see a new menu option in extensions when toolbox is installed.
System closed this discussion on 07 Sep, 2022 06:50 PM.