Removing Accounts

[Cobra]

At the moment there are 24 accounts within AceMoney, but only 3 are open. I'm experimenting with the idea of separating the 3 open accounts from the 21 closed accounts for personal reasons. I have backups of my AMJ files so worst case scenario is I can restore everything back to the way it was.

After several failed attempts (i.e. transactions vanishing), what follows seems to be working.

I exported each account to its own CVS file. Starting with a clean slate, I imported only the CVS files for the 3 open accounts. All the transactions are there and show the correct final balance. But I haven't started to enter any new transactions just yet.

One thing I noticed, on the "Accounts" page, where it lists the name of each account, each name is followed by a number in parenthesis. For example...

Checking #75 (5)
Savings #01 (3)
Credit Card (24)

I couldn't find any reference about this, but one guess is they represent the number of transactions that reference a closed account. I've tried to figure it out but can't seem to come up with those numbers. I was hoping someone could shed some light on this?

I'm also wondering if I can safely continue to update those open accounts, without having issues later... i.e transactions disappearing and/or the balance changing.

Thanks

[RLebeau]

At the moment there are 24 accounts within AceMoney, but only 3 are open. I'm experimenting with the idea of separating the 3 open accounts from the 21 closed accounts for personal reasons.

Typically, you should just "close" an account so it is hidden, but not deleted. That way all history for it is still available and accounted for.

One thing I noticed, on the "Accounts" page, where it lists the name of each account, each name is followed by a number in parenthesis. For example...

Checking #75 (5)
Savings #01 (3)
Credit Card (24)

I couldn't find any reference about this

That is the number of transactions that are in the "I" (imported) state. When you mark those transactions as Cleared/Reconciled, the number will decrease, and then disappear when it reaches 0.

I'm also wondering if I can safely continue to update those open accounts, without having issues later...

Of course.

i.e transactions disappearing and/or the balance changing.

I can't comment on why transactions are disapearing, but yeah, as you enter in new transactions, the balance is obviously going to change.

[Cobra]

That's good. I'll continue updating the accounts this weekend. Unless I post any issues, it means all is well. Thanks for helping.