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austriah's Avatar

austriah

05 Dec, 2022 02:32 AM

Can you add additional Titles to the sidebar, right now there is Bank, Credit Card, Loan, Investments, etc. I have a few business accounts and I would like to have a title that says "Business" and put all those accounts there.

  1. 1 Posted by dtd on 05 Dec, 2022 04:17 AM

    dtd's Avatar

    just a user - I think you can have ASSETS and LIABILITIES in addition to the ones you mentioned.

    What I do with my business accounts is to name an account like Z - BUSINESS for each of the titles, and then create sub accounts for them...

    like
    CREDIT CARDS
    personal1
    personal2
    Z - BUSINESS
    . business cc 1
    . business cc 2

    Technically, Z - BUSINESS is a credit card (in this case) and the others are subaccounts, but I just don't put anything into Z - BUSINESS - it becomes a placeholder.

  2. 2 Posted by dwg on 05 Dec, 2022 05:00 AM

    dwg's Avatar

    It is not possible for users to add titles to the side bar.

    The titles displayed are dependent on what you have elected to show. The list of possible headings is:

    Bank
    Credit Cards
    Investments
    Loan
    Asset
    Liability
    Expense Categories
    Income Categories
    Graphs & Reports

  3. 3 Posted by dwg on 05 Dec, 2022 05:13 AM

    dwg's Avatar

    Oops I left out Budgets

  4. 4 Posted by austriah on 05 Dec, 2022 12:52 PM

    austriah's Avatar

    DTD, thank you, I was aware of the additional options, I just put etc. and didn't list them all because I was seeking to add an additional one name "Business".

    Can you please explain to me how you created a sub account? I was able to create the Z-Business with nothing under it, but how are you making a sub account please.

  5. 5 Posted by -Kevin N. on 05 Dec, 2022 01:09 PM

    -Kevin N.'s Avatar

    Hi austriah,

    Can you please explain to me how you created a sub account?

    If you don't mind my jumping in here... You simply select 'Z-Banking' from the 'Parent Account' drop-down list in the Properties form of the sub-account(s)
    https://infinitekind.tenderapp.com/kb/accounts-and-categories/creat...

    -Kevin N. (not a member of MD support)

  6. 6 Posted by austriah on 05 Dec, 2022 02:04 PM

    austriah's Avatar

    KevinN.

    Thank you, I saw the 'Parent Account' but was leary about changing it because when I first started using Moneydance in the early days I kinda messed stuff up simply by altering the account name.

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