Cal
Sat Apr 15 11:56:10 CDT 2006
In microsoft.public.money, ajtdawe@gmail.com wrote:
>Clearing the historical quotes did not change the file size.
Perhaps with time it will. Perhaps it won't. I don't know.
I could see having a separate Money file to watch investments so as
to not bog down the Money file that contains the real transactions.
>
>What are you ideas on the QIF export / import. That is a bit tedious,
>one account at a time.
While the export is one account at a time, it is important that the
import into the new file NOT be one account at a time. That is to
allow Money to recognize transfers. But yes, it would be tedious.
Re-integrating the transactions from the archive file should be
considered. I see some problems there. Your post-archive file would
initial balance records in the QIF files. So I would consider
removing those before import by using a text editor. It won't be
easy to re-integrate.
If you want to do the QIF export/import, I would follow the steps
in
http://support.microsoft.com/default.aspx?scid=kb;en-us;178830
except in the first step 4, I would suggest this: start the name of
the QIF file for the investment accounts with an underscore (_),
and start the name of QIF files for the cash accounts associated
with the investments with a letter. Thus you might have
_BrownInvestment.qif and BrownInvestmentCash.qif. This would cause
the investment account to be processed prior to the associated cash
account. When the BrownInvestment got created, you would specify
that you want to track the cash transactions. Then specify that
the cash transactions account for BrownInvestment was where the
BrownInvestmentCash.qif transactions get sent.
Then File->Import ALL AT ONCE using Ctrl+<click> to select files.
Specify "New or Recovered" account when asked.
Of course you will use a different filename for the new file, and
you will have both versions to choose from when done. I would also
set up the backups to make sure they are using different names.
There are some limitations to QIF export/import. For example, the
symbols for investments and the online setup info is not carried. So
you would have build that back up in the new trimmed-down file.