File size reduction

William Schuster's Avatar

William Schuster

27 Sep, 2022 06:27 PM

Hello. I have 5 years of transactions in my data file, resulting in a 6.6 MB file size. Is there a way to make this one file smaller? I would like to make separate data files out of the individual years. For example, pull all the 2018 transactions from the main file and create a separate "2018 Data" file. Repeating this procedure for 2019 and 2020. This would give me the opportunity to retain 2 years of data in the main file, and still have the opportunity to look back when needed.
Another question - once the 2018 data is removed from the main file, would the beginning balances for each account be adjusted automatically or would I have to manually make the adjustments?
Thank you for a great product.

  1. 1 Posted by dtd on 27 Sep, 2022 07:39 PM

    dtd's Avatar

    just a user

    may I ask why you need to make a 6.6mb file smaller? Mine is about 150mb with 35 years of data, so your file seems extremely small already.

    But to answer your question - what you propose will royally mess up your resulting files, and will take you forever to get totally right.

    Still, you could use the Toolbox extension, and eliminate redundant data with the shrink function.

    But I'd say don't attempt what you propose.

  2. 2 Posted by -Kevin N. on 27 Sep, 2022 07:53 PM

    -Kevin N.'s Avatar

    Hi William,

    Your data file at 6+ MB is not excessive. Mine holds transactions dating back to the 1980s and clocks in at roughly 37MB.

    To restrict access to prior data, the use of filters in the register and the use of reporting by year is likely a better endeavor than stripping out yearly transactions. Especially when it comes to investment accounts as doing so will negatively impact performance history.

    If you are sure that you want to reduce the size of your data file, Install the Toolbox extension.
    From the Toolbox menu bar, go to 'TOOLBOX Options' > 'Advanced Mode'. Click the 'Active Mode' button. Under the 'Update Functions' heading, select 'Shrink Dataset size'.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Bill n Susie Sc... on 27 Sep, 2022 11:50 PM

    Bill n Susie Schuster's Avatar

    Thanks for your advice. I'll leave it alone. Thanks again.

  4. 4 Posted by Bill n Susie Sc... on 27 Sep, 2022 11:51 PM

    Bill n Susie Schuster's Avatar

    Thanks for your advice. I'll leave it alone.

  5. 5 Posted by Stuart Beesley ... on 28 Sep, 2022 05:24 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    PS. For anyone reading this thread… Toolbox shrink dataset feature is safe to run as it does not touch your actual data. It eliminates redundant internal change logs that are saved forever, which are not needed.

  6. Support Staff 6 Posted by Maddy on 28 Sep, 2022 12:00 PM

    Maddy's Avatar

    Hi William,

    I can see you’ve received some replies from our knowledgeable Moneydance customers and I would like to confirm that if you wish to reduce your file size, you best option is using the Toolbox.

    To achieve this, you should navigate to Extensions->Manage Extensions and install the Toolbox (version 1054).

    Launch the Toolbox and navigate to Toolbox Options (on top left corner) and select: Toolbox Options->Advanced mode.

    Click on the red 'Advance Mode' tab and choose: Shrink Data-set size and follow the on-screen instruction.

    Finally restart Moneydance.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  7. 7 Posted by Bill n Susie Sc... on 28 Sep, 2022 01:18 PM

    Bill n Susie Schuster's Avatar

    Thanks Maddy. The others advised that I should leave it alone. It could/would cause issues.
    Thanks for your support.
    Bill

  8. Maddy closed this discussion on 28 Sep, 2022 01:31 PM.

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