I'm assuming you are using Direct Connect to download transactions from Chase. With Direct Connect Moneydance will download all available transactions that are not recorded in the software. If Chase offers manual OFX downloads banks often provide the ability to date limit the downloads, but you have to handle the download and import manually, this may be a worthwhile compromise until the data catches up with what Chase provide via automatic downloads.
The other approach is to accept that your Chase account(s) may go back further than what you would like and allow the downloads determine where to start the data in Moneydance from, or even to the point of have different start dates for different accounts.
Ethan on 23 Jul, 2020 12:46 PM
I would also add that if you are taking the suggested route of keeping the older transactions, you can simply filter them out of the active view by using the options at the top of the register (This Year, for example), and similarly adjust the date ranges in reports.
Thanks for the answers but to correct one assumption I am only using the manual download function. One of my early downloads included the full data set which I did realize would go back so far.
However, it seems the only solution is accept the 4908 transactions and then offset the initial balance to a reasonable beginning balance. And then hide this mess from view by only considering the past 30 days or so?
This is a remarkably bad situation. Restricting the download file still requires resolving all these erroneous entries. I am now confirming all transactions and putting a massive balance adjustment to offset this mess.
Now I have no intelligible view. Restricting the view to one month seems to obscure most of my upcoming transactions. I am simply trying to manage cash flow and future payments but now I will always need to look at thousands of meaningless historical entries or I will not see the upcoming 40+ days of transactions that I want to focus on.
I agree. The issue, I am guessing is that downloading once with all the data has written this data somewhere on my hard drive or to MD's database. It is this data that I am continually reloading every time I do a download which is constrained to only the past few days.
Is there no ability to archive this so that it is not part of my file?