How old investments can be removed

Franco Tura's Avatar

Franco Tura

08 Jun, 2022 03:49 PM

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

  1. 1 Posted by Stuart Beesley ... on 08 Jun, 2022 06:43 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    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.

  2. System closed this discussion on 07 Sep, 2022 06:50 PM.

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