| Splasm Software Discussions https://splasmstrands.com.splasm.com/ |
|
| Separating 2009 from 2010 https://splasmstrands.com.splasm.com/viewtopic.php?f=3&t=2432 |
Page 1 of 1 |
| Author: | rayholan [ Thu Dec 31, 2009 11:27 am ] |
| Post subject: | Separating 2009 from 2010 |
I'd prefer to save all 2009 checkbook transactions to another Checkbook "file" and start a fresh 2010 version of my check account transactions. How can this be done? Is this a good practice or is it best to just keep rolling along and never really "close" one year before proceeding to the next? Thanks in advance for any assistance. 
|
|
| Author: | t3rockhall [ Thu Dec 31, 2009 9:31 pm ] | ||
| Post subject: | Re: Separating 2009 from 2010 | ||
Just set up Smart Folders. They're not "closed" but they are separated. I suggested that Splasm find a way to LOCK a smart folder so no change could be made by accident. In the case illustrated, Checkbook 1 holds all the entries to the account. Click on a year, though, and only entries made during that year are displayed. You can export and save any year you want. I export to a text file and open it in Excel to create a permanent record to give my accountant.
|
|||
| Author: | rayholan [ Fri Jan 01, 2010 8:22 am ] |
| Post subject: | Re: Separating 2009 from 2010 |
t3rockhall wrote: Just set up Smart Folders. They're not "closed" but they are separated. I suggested that Splasm find a way to LOCK a smart folder so no change could be made by accident. In the case illustrated, Checkbook 1 holds all the entries to the account. Click on a year, though, and only entries made during that year are displayed. You can export and save any year you want. I export to a text file and open it in Excel to create a permanent record to give my accountant. Sounds like a plan. I don't know how to set up "smart" folders, but I assume that's in the HELP file somewhere. Appreciate your sharing this technique. Happy New Year! |
|
| Author: | Sue [ Fri Jan 01, 2010 7:20 pm ] |
| Post subject: | Re: Separating 2009 from 2010 |
I've just taken 2009 out of my records. Yes, you can make smart folders (+ sign at the bottom of the account sidebar) I chose to make a normal folder '2009' for each account (same place as smart folders) then selected and dragged the records from the account to the 2009 folder for each one.. The records no longer fill up the main account window but are available if needed and the balance remains. All the best for twenty ten.. 
|
|
| Author: | rayholan [ Sat Jan 02, 2010 8:51 am ] |
| Post subject: | Re: Separating 2009 from 2010 |
Sue wrote: I've just taken 2009 out of my records. Yes, you can make smart folders (+ sign at the bottom of the account sidebar) I chose to make a normal folder '2009' for each account (same place as smart folders) then selected and dragged the records from the account to the 2009 folder for each one.. The records no longer fill up the main account window but are available if needed and the balance remains. All the best for twenty ten.. Confused here. When I click the "+" at bottom of the list of accounts I have created, I can only create another account, not a folder. I am in the right screen to do procedure you described above? |
|
| Author: | t3rockhall [ Sat Jan 02, 2010 10:17 am ] | |||
| Post subject: | Re: Separating 2009 from 2010 | |||
rayholan wrote: Sue wrote: When I click the "+" at bottom of the list of accounts I have created, I can only create another account, not a folder. I am in the right screen to do procedure you described above? You should get a dropdown menu, like this one (second attachment)... or else just add it from the top Account menu (first attachment).
|
||||
| Author: | rayholan [ Sat Jan 02, 2010 11:28 am ] |
| Post subject: | Re: Separating 2009 from 2010 |
t3rockhall wrote: rayholan wrote: Sue wrote: When I click the "+" at bottom of the list of accounts I have created, I can only create another account, not a folder. I am in the right screen to do procedure you described above? You should get a dropdown menu, like this one (second attachment)... or else just add it from the top Account menu (first attachment). That menu choice apparently is only in the Checkbook Pro version, not in the Checkbook version. |
|
| Author: | t3rockhall [ Sun Jan 03, 2010 8:07 am ] |
| Post subject: | Re: Separating 2009 from 2010 |
rayholan wrote: That menu choice apparently is only in the Checkbook Pro version, not in the Checkbook version. Perhaps. Maybe it's time to upgrade, then? It's not particularly expensive, and maybe you even qualify for the free upgrade? Quote: CheckBook 1.x users who registered between September 1st, 2006 and March 31st, 2008 are entitled to a free upgrade to CheckBook Pro 2. Contact at customerservice@splasm.com for upgrade details. I am not affiliated with Splam, BTW. |
|
| Author: | rayholan [ Sun Jan 03, 2010 11:15 am ] |
| Post subject: | Re: Separating 2009 from 2010 |
t3rockhall wrote: rayholan wrote: That menu choice apparently is only in the Checkbook Pro version, not in the Checkbook version. Perhaps. Maybe it's time to upgrade, then? It's not particularly expensive, and maybe you even qualify for the free upgrade? Quote: CheckBook 1.x users who registered between September 1st, 2006 and March 31st, 2008 are entitled to a free upgrade to CheckBook Pro 2. Contact at customerservice@splasm.com for upgrade details. I am not affiliated with Splam, BTW. Yes, I emailed customer support to see what the upgrade price would be... |
|
| Page 1 of 1 | All times are UTC - 6 hours |
| Powered by phpBB® Forum Software © phpBB Group http://www.phpbb.com/ |
|