Delete old transactions from an account


B

Bill Harrison

Is there a way to mass delete transactions from an account. The transactions
are all marked as reconciled so it takes 2 confirmation clicks after I do a
delete. I could live with that if I could select multiple to delete.

Anyway to do that?
 
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D

Dick Watson

You might want to read up on File | Archive but none of the regulars here
practice it and most, myself included, actively advise against using it.

You can turn off the confirmation on the reconciled transaction somewhere in
Tools | Settings. I'm not sure if you can turn off the delete confirmation.

You can get pretty fast with Del | Y | <repeat>.
 
M

Marilyn & Bob

Before you go any further, I would suggest that you rethink the reason that
you want to do this. Removing these items will not make your file much
smaller and, more important, there is very little benefit to a smaller file
anyway.
 
W

William R Wood

I second the above advice. I have never heard a valid reason to mass delete
old transactions. In fact I would never delete even a single transaction
unless I was correcting a mistake and needed to delete it in order to
complete a correction. Don't delete and don't archive. Nothing is gained
and much is lost.

Regards

Bill Wood
 
B

Bill Harrison

The reason I want to clean them out is because it's an old account that I
moved from a Savings Account to a Checking Account over 3 years ago. I have
no need for the information there. I recently opened a new Savings account
for an entirely different purpose and my bank assigned the same account
number as this old account. I couldn't get Money to download information for
that account until I realized this old account was marked as closed. I
changed the account to open and now it downloads the information for the
account again. Problem is all the old information is still there.

I did try deleting all the transactions but what I forgot was many of the
transactions were transfer initiated from Money. So when I deleted the
records in the account it removed the entry from the transferred to account.
Roayally screwed up the other accounts. Fortunately I had a backup which I
restored.

Then I realized I could just set the account to only show transactions after
the first of the year. So at least for now I only see the transactions I
want to see. I guess I can live with that.
 
W

William R Wood

If I understand you correctly you closed the old Savings account in Money
when you closed it in real life and transferred the funds to a new Checking
account over 3 years ago. That is exactly what you were supposed to do.

You may think you have no need for the transaction info in the old checking
account but you never know. :) I can't tell you how many times old account
transactions have been very useful to me for many unexpected purposes.
Those transactions take up almost no space and hurt nothing, so keep them
forever. Plus you learned one big reason why you should never delete old
transactions - if there are any transfers, you screw up the accounts on the
other side of the transfer as well.

When you opened the new Savings account for a different purpose but the bank
assigned the same account number as the old Savings account, you could have
opened a new account in Money because it is a new account even if it has the
same account number as the old Savings account. But there is nothing wrong
with re-opening the old Savings account like you did either. If I was in
that situation, I would simply enter a dummy transaction in the account
register and type "Old Account Re-Opened" in the payee space and leave a
zero transaction amount. You will see the old account balance go down to
zero when you closed it 3 years ago, then the explanatory entry saying when
the account was re-opened, then you will see your current transactions. I
don't see any problem there, certainly no reason to delete the old
transactions, and soon the out-of-date transactions will not be visible
anyway after you add a screen full of new transactions. Plus, as you said,
you can limit the dates of transactions displayed, to the current month,
year, etc.

Hang on to those old transactions, you may thank us someday.

Regards

Bill Wood
 
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B

Bill Harrison

I tried creating a new account with the same number but could not convince
Money to download any transactions for the account. Once I realized the
account existed I tried changing the account number but it still would not
download any transactions for the new account.

One thing I plan on doing in the future is asking for a new account number
if I open another one so it won't confuse Money.
 
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C

Cindy Conover

Have you tried removing the account number and bank info from the "old"
account before creating the "new" account and downloading?

Cindy
 

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