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"lock" the data

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Michael Cleveland

20 Mar, 2025 05:28 PM

Is there a way to lock the account prior to a date to prevent transactions to be entered? I have had issues where I have entered a transaction with the wrong date and then it changes the account closing. I would like to set a data like Dec. 31, 2024 on an account and then have it not allow any entries before then.

1. 1 Posted by dwg on 20 Mar, 2025 08:22 PM

   

   There is no way to do that.

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2. 2 Posted by rm2426 on 02 Apr, 2025 03:00 AM

   

   2025-0401.. Good suggestion for a program enhancement…
   Maybe lock all the transactions and reconciled balances, prior to and up to the last reconciled account balance, with a warning of “OUT-OF’DATE RANGE” screen warning, for other than a subsequent current, dated data entry?
   Finding these wrong dated entries by screening for unreconciled transactions, usually locates that transaction, butnif not, then a long process to find the dated error transaction, especially if user has 5, 10, or more years of transactions,.
   RM2426

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3. 3 Posted by michael clevela... on 02 Apr, 2025 01:55 PM

   
   
   

   Michael Cleveland

   
   

   On Apr 1, 2025, at 23:00, rm2426 <[email blocked]> wrote:
   
   

    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

   // Please reply above this line ================================================== From: rm2426 2025-0401.. Good suggestion for a program enhancement… Maybe lock all the transactions and reconciled balances, prior to and up to the last reconciled account balance, with a warning of “OUT-OF’DATE RANGE” screen warning, for other than a subsequent current, dated data entry? Finding these wrong dated entries by screening for unreconciled transactions, usually locates that transaction, butnif not, then a long process to find the dated error transaction, especially if user has 5, 10, or more years of transactions,. RM2426 On Thu, Mar 20 at 01:22 PM PDT, dwg wrote: There is no way to do that.

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4. Support Staff 4 Posted by Sean Reilly on 02 Apr, 2025 03:57 PM

   

   I really like this idea! I think we should definitely create a ticket for it, although it'll need some thought put into how it works, because transactions might be deleted via syncing, or entered via file imports in a way that we shouldn't prevent. However I hope we can do something like this.

   Thanks,
   Sean

   --
   Sean Reilly
   Developer, The Infinite Kind
   https://infinitekind.com

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5. 5 Posted by jimrh on 04 Apr, 2025 08:46 AM

   

   One alternative could be a warning that

   The action in question will take place within cleared transactions and might drastically change the current balances.

   Do you want to continue?
   [Yes] [No]

   There are already types of activities that do this exact thing, so including an existing warning step might not be that difficult.

   What say ye?

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