Re: Archiving Records To Improve Performance

[Mike or Penny Novack]

On 7/8/2017 12:14 PM, Michael Luderitz wrote:

I have been using Gnucash for over 5 years, accumulating all the data in a
single file name. Opening the file and saving it has become more and more
time consuming. Is there a way to archive the prior years so that only one
or two years are carried forward in the active file?

There is no AUTOMATED process to do this. But there is a way to mimic 
the "new volumes" from the days of pen and ink on paper in bound books 
bookkeeping.


a) Run a "close the books" for the end of the period. Run a Balance 
Sheet report. Export/ import your CoA (it will be empty). Make a copy of 
the old file as your archive.
b) Enter the opening transaction(s) using the balance sheet balances for 
all "standing" accounts (asset, liability, equity). This can be done 
with a single transaction (split on both sides) but you might find it 
easier to use two each split on just one side << this part of the 
process is very much like manually starting a new set of books >>


To look at your historical data, just tell gnucash to open that file 
(the archive file). I am always opening gnucash "no file" so get to 
choose which file I want opened because I am keeping several sets of 
books (and probably DON'T want to open again the one I last had open). 
If you have many of these archive files and frequently need to look at 
that year (or whatever) you might want to do likewise.


Michael D Novack

--
There is no possibility of social justice on a dead planet except the equality 
of the grave.

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Re: Archiving Records To Improve Performance

[Adrien Monteleone]

I’m not aware of any such function, but you could make multiple copies named 
for the year or year ranges you want, then delete all transactions in each that 
don’t fall in those years.

You’ll then need to edit the opening balances for each account for each file to 
reflect their ending balances from the prior file.

What might help instead is saving as either sqlite3 or mysql format instead of 
the default xml. Database versions update instantly, so there is no need to 
save.

Loading will still take a bit, but that will improve when GC moves to database 
setup by default and stops reading in the entire db into memory at startup.

Note, you don’t need to exit from GC if you don’t have to shutdown or logoff.

I leave my copy of GC running along with my computer, for months at a time. The 
only drawback to this is at present, scheduled transactions are not 
automatically alerted or generated. You’d have to click the “Since Last Run…” 
option to trigger them.


Regards,
Adrien

> On Jul 8, 2017, at 11:14 AM, Michael Luderitz  wrote:
> 
> I have been using Gnucash for over 5 years, accumulating all the data in a
> single file name. Opening the file and saving it has become more and more
> time consuming. Is there a way to archive the prior years so that only one
> or two years are carried forward in the active file?
> 
> -- 
> "To argue with a man who has renounced the use of reason is like
> administering medicine to the dead." - Thomas Paine
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