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Old 06-14-2007, 12:28 AM
Dick Watson
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Default Re: Perplexing question - not quite archive not quite starting over...

This would be eminently do-able--but lots of work, of which archive could
help to a point, if downloaded transaction data were not involved and
account online access were not enabled. These seem to complicate life,
particularly if Yodlee/CashEdge account access ("third party services") is
involved--which causes the "all accounts or none" behavior you describe.

There are maybe things you could do like disassociate accounts from
particular FIs that might enable you to delete specific accounts. Others
will have to contribute here as I do not do any of this downloaded
transaction Mickey Mouse so am not expert on all of the limitations and
issues they create. (Indeed, those things are one of the reasons I Just Say
No.)

What didn't delete with the archive step? Investment Transactions? Any
transactions involving Transfer:[investment cash account]? I played around
with Archive from M07 several weeks back and the exception set seemed (did
not look at all 20,000 or so deleted transactions) to come from those items.
There would be ways around them as well, but lots of hand work.

"mhb" <mhb[at]discussions.microsoft.com> wrote in message
news:C76F6D30-2441-481F-8CE2-9D275C1583E2[at]microsoft.com...
- quote -

> More information:
> I try to use the Archive function to delete everything from 2006 back.
> It
> does not delete all the transactions.
> It seems to require that one individually delete every transaction. But
> even this doesnt work... some transactions inexplicably - and without any
> notification of why not, simply will not delete!



 
Old 06-13-2007, 11:20 PM
mhb
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Default RE: Perplexing question - not quite archive not quite starting over...

More information:

I try to use the Archive function to delete everything from 2006 back. It
does not delete all the transactions.

It seems to require that one individually delete every transaction. But
even this doesnt work... some transactions inexplicably - and without any
notification of why not, simply will not delete!

thx
michael
  #-1  
Old 06-13-2007, 11:14 PM
mhb
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Default Perplexing question - not quite archive not quite starting over...

I have been using Money in one form or another from 2000. I now am running
2006.

I have a slightly different question from the standard Archive question... I
dont want to keep the transactions from prior years. Say every transaction
before 1/1/2006 I would like to delete.
And then I would like to delete all the empty and ancient accounts that have
been canceld or, as in the asset case like a House, sold.

I am trying to not loose all the account information. I do not want to
have to reenter all the addresses, passwords, and the good transaction data
from 2006 forward.

I have looked hard to find anything to address this circumstance and cannot.
I would deeply appreciate any help w/ this...

I am having 'anxiety attacks' that a standard answer of "you cant get there
from here" is going to surface!

Related is how to actaully remove an account. For example I have a couple
of American Express accounts. One of them I closed some time ago. It is
ancient history.
When I ask to delete it the system wants to delete my entire American
Express set of accounts.

Thanks for any help..

Michael

 

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archive, perplexing, question, starting
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