Trevor:

It sounds to me like you have to increase the number of days for "Read only" transactions. Try clicking on the file menu, then preferences. In the "Accounts" tab, increase "Day Threshold for Read-Only Transactions (red line):". You can set the number of days to to something like 800 to include all of 2016.

Hope this helps,

greg




I've been following the user group for years but still not started the move from 20yrs of MSmoney... all looks too hard with an MSM file with records back to 1997. I thought I could test the water with a new business and associated bank account that started in 2016.I've been managing this with a spreadsheet as very few transactions. So I set up a business set of accounts and tried entering manually, the historic records... I'm immediately stumped. It does not let me enter past dates. Clearly I'm going about this in the wrong way.Advice appreciated.Trevor


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Gregory L. Davis
g...@centurytel.net
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