Duplicating Entries

Will's Avatar

Will

24 Nov, 2024 01:20 PM

Is it possible to select a group of entries in a specific account to duplicate and change the year. And example would be dividends. Whether monthly or yearly, when budgeting, I currently have to duplicate each month/year at a time for each stock that pays dividends. It would be so helpful and productive to be able to highlight a years worth of transactions and just change the year in the date field. In one account alone I have 102 transaction in a given year. In total I have well over 250 transactions.

Thanks..

  1. 1 Posted by mhoggie on 24 Nov, 2024 02:00 PM

    mhoggie's Avatar

    just a user,

    I guess you could export an entire year of that account to a QIF file. Then use your favorite text editor to find and replace all the year dates to the new year. Then save as a new QIF file and import back to MD.

  2. 2 Posted by Stuart Beesley ... on 24 Nov, 2024 02:20 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    not easily, a python script could do it..

  3. 3 Posted by Will on 24 Nov, 2024 06:00 PM

    Will's Avatar

    Fierce complicated, mhoggie.

    I think single transaction duplication would end up being similar in
    length of time. Right now, I cannot even duplicate two transaction at
    the same time, so this may not be a priority for development, but I hope
    it will be in the future, as I am converting more stocks to dividend
    paying and some split their dividends between ordinary, qualified and
    capital gains income. That is another edit I would like to see: the
    ability to split a dividend transaction into multiple categories.

    Thanks for the reply.

    wjw

    __________________________________
    Sent from eM Client | www.emclient.com <https://www.emclient.com/get>

    On 11/24/2024 8:01:02 AM, "mhoggie" <[email blocked]>
    wrote:

  4. 4 Posted by Will on 24 Nov, 2024 06:06 PM

    Will's Avatar

    I think it would take me a long time to achieve the knowledge in Python
    to write that script, Stuart. I did utilise Toolbox to download my
    security prices (please with that little achievement), but I am
    intimidated by Python.

    Thanks for responding..

    wjw

    __________________________________
    Sent from eM Client | www.emclient.com <https://www.emclient.com/get>

    On 11/24/2024 8:20:16 AM, "Stuart Beesley (Mr Toolbox)"
    <[email blocked]> wrote:

  5. 5 Posted by Stuart Beesley ... on 24 Nov, 2024 09:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I agree that the ability to select multiple lines and duplicate and then set the date somehow would be an excellent enhancement

  6. Support Staff 6 Posted by Sean Reilly on 24 Nov, 2024 10:35 PM

    Sean Reilly's Avatar

    Duplicating multiple transactions at a time would be easy to do, but might be problematic because it wouldn't be clear which were the originals and which were the duplicates.

    However, if the register were to allow duplicating multiple transactions and then selected the duplicates, you could batch change them in a way that would differentiate them. I think this would be a good time to add another batch-change operation which could increment the date by a specified number of days/months/years

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

  7. 7 Posted by Will on 24 Nov, 2024 10:45 PM

    Will's Avatar

    Sean, for me, all I want to do is change the year in the date field. It
    would be clear which was which once completed because the duplicates—in
    the instance—would be recorded as 2025 rather than 2024, while keeping
    either the monthly or quarterly date.

    Thanks for responding..

    wjw

    __________________________________
    Sent from eM Client | www.emclient.com <https://www.emclient.com/get>

    On 11/24/2024 4:35:54 PM, "Sean Reilly"
    <[email blocked]> wrote:

  8. 8 Posted by dtd on 24 Nov, 2024 11:17 PM

    dtd's Avatar

    @Will, Sean needs to look at the needs of anyone who would want to create multiple duplicates and then manipulate them. Once one was added (change year), others would request something different.

    For example, @Sean, I'd like duplicate transaction(s) to create a duplicate with the current date as well as change day/month/year whether it was for one OR multiple. You might add the ability to pick current date in the Batch/Change/Date area... but that's for you to figure out what is best...

  9. 9 Posted by Will on 24 Nov, 2024 11:21 PM

    Will's Avatar

    Understood, dtd, that’s why I started with “for me”, as I think changing
    the year only in a duplicate batch might not be that complex a task to
    code. Yours, on the other hand, is getting complex! :slightly_smiling:

    wjw

    __________________________________
    Sent from eM Client | www.emclient.com <https://www.emclient.com/get>

    On 11/24/2024 5:17:23 PM, "dtd" <[email blocked]> wrote:

  10. 10 Posted by Stuart Beesley ... on 25 Nov, 2024 08:01 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @Sean. A new batch change option on multiple selected txns would be great. As you say, the ability to change and auto increment/decrement the date(s) by year or month or day would be great.

    What would be great too if a new duplicate option for multiple entries had multiple sub options such as

    Context Menu
    - duplicate multiple transactions …. just duplicate …. with new date …. adjust date

    and as follows:
    - all options auto select the duplicated txns - just duplicate, does that and stops - with new date asks for the new date to set - adjust date basically asks upfront for the increment data, rather than having to make a second set of clicks.

    I know I would use this a lot. I have to do the same as OP every month, and it’s a pain to duplicate each one manually, then find them, then manuallly edit the dates.

    TIA

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac