[moneydance] Net Worth report: deleting obsolete entries
David Carlson
carlson.dl at sbcglobal.net
Wed Jun 7 00:25:26 EDT 2006
Robert Kesterson wrote:
> On Tue, 06 Jun 2006 10:00:17 -0500, John B. Egger <john_egger at comcast.net>
> wrote:
>
>>>> If I sell a security (or close an account) and buy (or open) another,
>>>> my Net Worth report continues to keep the old one(s), showing zero
>>>> balance.
>>>> Of course this means the size of the report continually grows, as does
>>>> the number of zero-balance entries.
>>>>
>> ...
>> I really only want to omit those accounts that are truly
>> "history" as far as I'm concerned.
>>
>
> If they're really just historic, can't you just delete those accounts
> (after backing up your data file for archival purposes, of course)?
>
>
Regarding "History" I plan to regularly archive transactions older than
a year or two, once I finally get transitioned out of Quicken. Since it
is possible to open more than one file at a time, it should be possible
to construct reports that span more than one file. This should also
allow "Locking" historical data by tagging the older files as read only.
Dave
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