Archive
Ray
My 2012 version of MoneyDance had a nice archive function. You could move all transactions prior to a specified date off to an archive file. If you ever wanted to see a transaction that had been moved off to an archive, you didn't have to do restores. You just clicked on the archive file and it brought up the old transactions in a MoneyDance layout that was part of the archive. What replaced that nice simple functionality in the 2024.2 (5172) version I'm running now?
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1 Posted by dwg on Jan 28, 2025 @ 01:24 AM
No inbuilt function removes the data from the file any more.
The feature was removed in one of the Moneydance 2015 releases.
The feature was quite problematic, especially when it comes to investment accounts where date based archiving can easily corrupt data as you need to keep investment data until the investment is sold, not remove the data based on an arbitrary date.
To restrict the data you view, Moneydance has provided the filtering tool at the top of the register.
2 Posted by dtd on Jan 28, 2025 @ 02:09 AM
Also, 12 years means faster computers, and more disk storage. That is what replaced that simple functionality.
You don't NEED to remove data/archive it. Just keep it all in one place, then make old accounts inactive, and as dwg says filter out anything older than you want to see.
You basically end up with the same thing, it doesn't appear to be in your data set, but when you want it, you can just go look for it - but within your data set versus somewhere else.
I have 35+ years of data in my file, and nary a slowdown at all.
3 Posted by Stuart Beesley ... on Jan 28, 2025 @ 08:21 AM
You can use toolbox extension. Update mode. Advanced menu. Shrink dataset. This will drastically reduce space without removing actual data. Backup first.
4 Posted by sd_ray on Jan 29, 2025 @ 01:32 AM
All good information. Thanks for being active in this space.
On Tuesday, January 28, 2025 at 12:22:09 AM PST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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