Trying to archive 2012 transactions and remove from file
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Hello... here we go again... every year, I try to archive my previous year's transactions. I tried it again just now, and they still show in the file. I clicked Archive, selected everything before 01/01/2012, selected remove from file (only cleared transactions), clicked OK, closed the program, restarted it, and they are still in the file!
What's the secret to archiving and removing old transactions?
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1
Jon Hoover
on 18 Jul, 2013 06:20 PM
Hi,
Some of the recent versions of Moneydance did not archive correctly, but the latest release should do it.
Can you tell me what version you are running and we can proceed from there?
(Look under Moneydance -> About Moneydance or Help -> About Moneydance)
Thanks.
Sincerely,
Jon Hoover, Moneydance Support
2
rmmarsh
on 18 Jul, 2013 06:57 PM
On Jul 18, 2013, at 11:20 AM, "Jon Hoover" <[email blocked]> wrote:
>
> // Please reply above this line
> ==================================================
>
> From: Jon Hoover (Support staff)
>
> Hi,
> Some of the recent versions of Moneydance did not archive correctly, but the latest release should do it.
> Can you tell me what version you are running and we can proceed from there?
> (Look under Moneydance -> About Moneydance or Help -> About Moneydance)
>
> Thanks.
> Sincerely,
> Jon Hoover, Moneydance Support
>
> Having trouble reading this? View this discussion online: Trying to archive 2012 transactions and remove from file.
>
> To unsubscribe and stop receiving emails from http://help.infinitekind.com, visit this page
>
3
rmmarsh
on 18 Jul, 2013 06:58 PM
v 2012.5(862)
4
Jon Hoover
on 18 Jul, 2013 07:21 PM
Hi,
Aside from a few small issues, this version more or less fixes archive: http://infinitekind.com/preview
Sorry for the inconvenience.
Sincerely,
Jon Hoover, Moneydance Support
5
rmmarsh
on 18 Jul, 2013 07:24 PM
Hi Jon… I'm a bit concerned about using BETA software on something as important as Moneydance. When are you going to release it?
Regards,
Rolf
6
Scott Meehan
on 19 Jul, 2013 03:55 PM
Hi Rolf,
The preview version that Jon linked to only has a few bug fixes over the version of Moenydance 2012 that you're using, which only affect a small portion of our users, so to simplify things we didn't release it as a new version of Moneydance 2012, but left it where it is as a preview release. There aren't any regressions, however, and it isn't going to be pushed as an update to Moneydance 2012. The bug you're seeing, along with a couple other rare ones, are the only changes to that release.
Scott Meehan
Moneydance Support
7
rmmarsh
on 19 Jul, 2013 04:02 PM
Hi Scott… that works for me… thank you for clarifying it…
Regards,
Rolf
8
rmmarsh
on 19 Jul, 2013 04:11 PM
Hi Scott… download preview and installed it… shows (866)… did the archive and nothing happened… old transactions are still showing in program.
What now?
Regards,
Rolf
9
Scott Meehan
on 19 Jul, 2013 04:15 PM
Hi Rolf,
You selected the "Remove archived transactions from current file" option, correct? Are your old transactions marked as cleared? Have you configured Moneydance to save the data set on exit, as opposed to saving automatically? If so, can you try pressing Ctrl + S (or Cmd + S on Mac OS X) to save your current data set and see if that empties out the transactions that you're expecting to see be removed?
Scott Meehan
Moneydance Support
10
rmmarsh
on 19 Jul, 2013 04:19 PM
Hi Scott… yes, I selected "Remove…", old transactions are marked as cleared… configured to save on exit… tried CMD + S, and nothing! (Where am I supposed to do the CMD+S? I did it while viewing the transactions…
Regards,.
Rolf
11
Scott Meehan
on 19 Jul, 2013 04:26 PM
Hi Rolf,
The archive function is working correctly for me in 866--is it not removing any transactions from your current data set? After archiving, does it close and re-open your data set?
Scott Meehan
Moneydance Support
12
rmmarsh
on 19 Jul, 2013 04:30 PM
Hi Scott… no, it is NOT removing any transactions dated before 12/31/2012 (I also tried 01/01/2013, same results); yes, it closes and reopens, but no change in dataset…
R
13
Scott Meehan
on 19 Jul, 2013 04:32 PM
Hi Rolf,
Can you try archiving again and then send us the output of your console log? This can be found by going to Help -> Console window in Moneydance, then clicking the "Copy to clipboard" button and pasting the output to us here.
Scott Meehan
Moneydance Support
14
rmmarsh
on 19 Jul, 2013 04:40 PM
Initialized new account book at /Users/rolfmarsh/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/s7 Archive 20130101 4.moneydance
Archiving to s7 Archive 20130101 4
Archiving transactions on or before 20130101 remove from current: true; onlyRemoveCleared: true
Saving to /Users/rolfmarsh/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/s7 Archive 20130101 4.moneydance/root.mdinternal
15
Scott Meehan
on 19 Jul, 2013 04:48 PM
Hi Rolf,
According to your log, you have the "Only remove cleared transactions" option set when archiving--can you try unsetting that option and then see if archiving works for you?
Scott Meehan
Moneydance Support
16
rmmarsh
on 19 Jul, 2013 04:52 PM
Wheeeeeee! Works like a champ! I had that box checked because there were a few transactions from several years ago that I was afraid to delete for fear it would artificially increase the balance… but it didn't and archiving now works for me! Thank you for your time… I appreciate it!
Regards,
Rolf
17
Scott Meehan
on 19 Jul, 2013 04:53 PM
Hi Rolf,
I'm glad to hear that it's working now! Please let us know if we can be of further assistance!
Scott Meehan
Moneydance Support
Scott Meehan closed this discussion on 19 Jul, 2013 04:53 PM.