tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/266-split-transactionInfinite Kind: Discussion 2018-10-18T13:53:52Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T11:35:49Z2009-06-05T11:35:51ZSplit Transaction<div><p>I was a Quicken user for almost 20 years and just moved to MD.
In quicken you could do a Ctrl S and get the split window. In MD
you navigate to the category column, you need to open the pop up
window. To do so you can either use the keyboard up arrow key or
click your mouse cursor on the little up down arrows located in the
category frame on the right. At the top of the pop up window you
will see another box that says split, you must use you mouse to
open the split box.</p>
<p>Hopefully 2009 will streamline the process. As a Quicken user
you'll realize it is more involved to do a split.</p>
<p>On the good part of the split is MD will auto fill the frames in
the splits. I was thinking Quicken didn't auto fill but I was just
on Q and it does auto fill in the splits.</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T14:15:01Z2009-06-05T14:15:01ZSplit Transaction<div><p>You can also press command-L (on mac) and ctrl-L (windows and
linux) once a transaction is selected to bring up the edit splits
window.</p>
<p>Ben</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T15:47:42Z2009-06-05T15:47:46ZSplit Transaction<div><p>Thank you. That is a great help!</p>
<p>Where do I find such information?</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T15:49:58Z2009-06-05T15:49:58ZSplit Transaction<div><p>Nice idea, and it's the one I found after trolling around your
website, but I haven't been able to make it work. At what point do
I press command-L. Maybe that's the problem. If I click on the
splits screen and then try pressing command-L nothing happens. And
where do I enter AMOUNT anyway? What word are you using instead?
Kurt</p>
<p>On Fri, Jun 5, 2009 at 3:16 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T15:54:42Z2009-06-05T15:54:42ZSplit Transaction<div><p>Hi John</p>
<p>I am afraid one of the big weaknesses of Moneydance is the
documentation. We reiently took on a couple of new support staff
and now that the forum response are almost under control we are
turning our attention to writing a more complete set of
documentation. In the mean time please post any questions you have
in the forum.</p>
<p>Sincerely</p>
<p>Ben Spencer.</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-05T17:00:35Z2009-06-05T17:00:39ZSplit Transaction<div><p>Kurt, Try a dummy input.<br>
Start a new input (Ctrl N) Type test into the description Do the
Ctrl L and you should see a pop up that will allow you to enter
splits</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T10:08:36Z2009-06-08T10:08:36ZSplit Transaction<div><p>I've tried it and get the same result: When I'm shown the splits
screen (picture attached) there are at least two problems. The
first and most obvious problem is that there is no column for
amount. The second problem is that the only two columns I can get
to are the Description column and the Category column. I can't seem
to get a 'live' cursor in any of the others.</p>
<p>For what it's worth, I had a similar problem when trying to set
up an investment account. I was shown a screen for that but nowhere
on it was there a place for me to enter the number of shares or the
price per share. I'm sure both of these problems come from your
lack of documentation and lack of any useful Help menu. Although I
do appreciate your email support, it should never have been
necessary for me to avail of it.</p>
<p>Kurt Tidmore</p>
<p>On Fri, Jun 5, 2009 at 6:00 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T12:00:20Z2009-06-08T12:00:32ZSplit Transaction<div><p>"no column for amount'"</p>
<p>The column is available. I have found the MD does not do a good
job of adjusting frames.</p>
<p>You'll need to go to those column frames and manually adjust
them. Make the column for the description a bit bigger or smaller.
You may even need to grab the entire split window and make it
bigger before adjusting the columns.</p></div>johntag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T13:19:23Z2009-06-08T13:19:23ZSplit Transaction<div><p>Manually adjust them exactly how? I tried using the cursor arrow
to 'grab' the side of a column and move it, but this had no effect.
So I tried making the whole split window bigger, but this did not
reveal any other columns. I'll take a look at the link you sent,
but at this point Quicken is looking better and better. Kurt
Tidmore</p>
<p>On Mon, Jun 8, 2009 at 1:00 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T15:24:18Z2009-06-08T15:24:22ZSplit Transaction<div><p>Hm? If you have your cursor on the very, very top row, you widen
and narrow the columns using standard windows techniques. You must
be on teh top row, placing your cursor near a column separator line
show show the left right arrow. Using that left right arrow is how
you widen / narrow columns.</p>
<p>MD doesn't seem to be as robust or intuitive as Quicken. After
20 years with Quicken, I moved from Quicken last week. My move was
entirely, 100 percent based on what I call the unethical updating
behavior inherent in Quickens business model.</p>
<p>What I am hoping is that MD is on a growth curve and will keep
enhancing the needed changes.</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T15:31:27Z2009-06-08T15:31:27ZSplit Transaction<div><p>Hi Kirt</p>
<p>I think I see what is going on here. The amount for a split
should be placed in either the "Payment" or "Deposit" columns. It
is not clear to me why the splits screen has been rendered two
small in your case, however from your screen shoot I believe that
the two columns directly to the right of the "Tags" column are the
payment and deposit columns with the column titles obsucred because
of te column width. You can stretch the width of these columns with
your mouse.</p>
<p>If you have not already done so I recomend upgrading to the
latest veriosn of Moneydance and the latest version of Java.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T17:22:24Z2009-06-08T17:22:24ZSplit Transaction<div><p>Thanks John - Using your instructions I've finally been able to
make the window look the way it should, and after some
experimentation I've been able to enter figures. However this has
brought me to yet another problem. Now I need to add some
categories. I see that there's supposed to be a way to do this, but
apparently this leads to setting up new accounts, which either
means it's just plain wrong or MD has more than one definition for
an account. In either case this app is looking more and more like
Amateur Nite. I agree with you about Quicken. I was pushed to look
for alternatives because I switch platforms now and then. But
really, without decent documentation and a real Help menu,
Moneydance is DancingInTheDark and life's too short for that. In
the best of all possible worlds the way to write an application is
to sit down and write the instructions first, and then make the
code fit it. That way you start with how the application actually
needs to work, from a customer's point of view, rather than
starting with some engineer's idea of how he'd like to make it
work. Oh well. The search goes on....</p>
<p>Thanks for your help.</p>
<p>Kurt</p>
<p>On Mon, Jun 8, 2009 at 4:24 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T17:45:24Z2009-06-08T17:45:24ZSplit Transaction<div><p>Hi Kurt</p>
<p>Under the hood Moneydance is a double entry book keeping system
so in fact a category is an account of type expense or income. To
add new categories such as expense or income categories. Click
Tools->"Edit Categories". Then click New.</p>
<p>While I recognise that the documentation is in need of
considerable improvement You might find "Chapter 4: Getting Started
with Accounts" and "Chapter 5: Entering Transactions" helpful.
Additionally I would be happy to answer any questions you have
here.</p>
<p>If you have purchased a licence key and are wanting a refund let
me know and I will authorise one for you.</p>
<p>Sincerely</p>
<p>Ben Spencer (Moneydance Support) "</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T17:51:06Z2009-06-08T17:51:06ZSplit Transaction<div><p>I'll try your suggestion and fight on. Yes, I have bought a
licence. Thanks for the offer. Kurt</p>
<p>On Mon, Jun 8, 2009 at 6:46 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T20:32:17Z2009-06-08T20:32:17ZSplit Transaction<div><p>You can't create new categories on the fly, at least I don't
think you can. You need to go up to the menu bar and use the edit
accounts/new categories to do it. This development version seems to
point that the code person doesn't like pop up frames very
much.</p>
<p>I am like you and wish I would have tried the trial a lot longer
before buying a license. I saw a site that compared a bunch of
different apps and MD had good reviews. Whoever did the reviewing
must have been a basic user type. There is a lot of room (I'm
trying to be kind) for improvement with MD. Currently I am entering
things in Quicken and MD. IF I get frustrated enough, MD will
become one of those mistaken purchases. I will toss by ethical
considerations aside and accept Quickens bad business model.</p>
<p>I haven't really had to run the reports that I need from time to
time. That is when the rubber will hit the run. From what I
understand MD doesn't do subtotal & total reports by Payee very
well....if at all.</p></div>J Stag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-08T20:52:37Z2009-06-08T20:52:37ZSplit Transaction<div><p>Hi J S</p>
<p>If you run a transactions report you can "subtotal by payee" and
set the totalling period in the date field. Please see the attached
screen shot.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-09T14:00:07Z2009-06-09T14:00:07ZSplit Transaction<div><p>Yes I know about that reporting but you aren't understanding the
issue.</p>
<p>Ok....I'll explain using dummy names. There are times I need to
send a report showing how much I received from Ajax company and
then a report to see how much I paid Acme company. Each company can
not see the reporting on each other. When I do a report as you
suggest, it shows everything. I can filter by tag but that does not
give an option to filter by categories.</p>
<p>I can put the payee name in the search page (main input page)
and see the results for Ajax company. But I can not make a report
that can be saved or printed. It shows me the total (called
balance).</p>
<p>How I've always done this is how my bookeeper, CPA friends set
up accounts. They are committed to following GAAP in their
reporting.</p>
<p>Here is an example of the hierarchy I've always used, it is
category - subcategory and class. Commission is the category and
reports can be done for all commissions. ajax is a subcategory of
commissions and a report can be produced for just ajax. Scooter inc
is the class that receives all commissions and takes care of all
accounts payable.</p>
<p>Commission:ajax/Scooter inc.</p>
<p>Scooter inc does business with a lot of companies. When doing a
commission report for Ajax, I don't want to see commission for
Acme. Having Scooter as the parent allows IE/cash flow, etx.
reports to be done for Scooter inc. I don't want to see what
another corp. is doing on the IE, cash flow, etc., only Scooter
Inc.</p>
<p>On Mon, Jun 8, 2009 at 4:53 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>J Stag:infinitekind.tenderapp.com,2009-01-14:Comment/1910532009-06-10T10:30:11Z2009-06-10T10:30:11ZSplit Transaction<div><p>After considerable experimentation, here is what I've found
about SPLIT TRANSACTIONS. Just so you know, the transaction I was
trying to enter was my monthly paycheck and its associated
deductions.</p>
<ol>
<li>
<p>MD will not allow you to set up categories on the fly. You have
to set them all up before you begin your transaction. And when you
start setting them up with Edit Categories under the TOOLS menu you
will see that they are now mysteriously called Accounts, not
Categories. Nevertheless, if you say you want to set up a new
'account' it will allow you to set up a new category. If you want
to set up a subcategory you can do this by highlighting the main
category in which you want the subcategory to fall and then say you
want to set up a new 'account'.</p>
</li>
<li>
<p>When you open the SPLITS screen you should be able to see
columns headed (from left to right) Description, Category, Tags,
Payment, Deposit, and Rate. If you can't see all of these you may
need to adjust both the size of the SPLITS screen and the width of
whatever columns you can see. You resize the screen in the usual
way. To resize the columns use your cursor to grab the divider
between the column headings and drag it to an appropriate
width.</p>
</li>
<li>
<p>On the SPLITS screen the figure you enter under Deposit
<em>isn't</em> the deposit that will appear in your account ledger.
In my case it was the <em>gross salary</em>, the amount from which
all my deductions were taken. The basic principle of the SPLITS
screen is that the numbers entered in the Payment column are
subtracted from the number(s) entered in the Deposit column and the
resulting figure will appear on your account ledger.</p>
</li>
<li>
<p>For those of you, like me, coming from Quicken (my version is
Quicken 2006), be aware that MD does not require you to enter the
deductions with a minus sign (-) in front of them. Since you will
have (hopefully) set up the categories for your deductions as
expenses rather than as income this will already be taken care
of.</p>
</li>
</ol>
<p>I hope this helps someone avoid the confusion I went
through.</p>
<p>Kurt Tidmore</p>
<p>On Mon, Jun 8, 2009 at 6:46 PM, Infinite Kind Support <
support@moneydance.com> wrote:</p></div>kurt tidmore