tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/357-dual-serializationInfinite Kind: Discussion 2018-10-18T13:53:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-02T15:20:22Z2009-07-02T15:20:22ZDual Serialization<div><p>Moneydance does not currently allow the user to sort
transactions by the unique internal transaction ID or the banks
unique ID. However there a great many other sorting options. You
can sort by any of the columns in the register by clicking in the
column header. For example clicking in the header called "C" (for
cleared) you will float all the cleared transactions to the top of
the register. Additionally there are other sorting options that can
be accessed by selecting all the transactions in the register using
ctrl-a and then right clicking and selecting "sort by".</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-22T02:07:07Z2009-07-22T02:07:11ZDual Serialization<div><p>Hi Ben:</p>
<p>If you were to add at least one (preferably two) sortable
column(s) that would allow the user to serialize their Moneydance
entries as they saw fit, I would embrace (i.e. buy) this program.
As it is, it's impossible to get Moneydance to serialize entries in
the same sequence as CSV downloads, much less the entry sequence in
a checkbook. This makes it impossible to compare lists of entries,
which makes error checking much harder than necessary. One's only
recourse to to compare the ending balance, which could be off for
many different reasons (including Moneydance's annoying habit of
deleting duplicate entries - I would love to be able to turn this
feature off).</p>
<p>To reiterate my wish list:<br>
1) Customizable item sequences (at least one - two preferred)<br>
2) "Off" switch for duplicate entry flagging (enabling bulk item
entry)</p>
<p>Thank you,</p>
<p>Peter</p></div>paluft1tag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-22T21:30:58Z2009-07-22T21:30:58ZDual Serialization<div><p>Hi Peter</p>
<p>I have created a suggestion ticket in our trac system based on
your serialization suggestion. Here is the link:</p>
<p>http://moneydance.com/trac/ticket/1998</p>
<p>If you register and log into trac you can vote on this ticket.
The more votes a ticket gets the more likely it will be
implemented.</p>
<p>I am not sure I understand the deleting repeating entries
problem you r are experiencing. Why wouldn't you want Moneydance to
delete duplicate entries? Are you referring to the matching process
when you import transactions incorrectly identifying a transaction
as a match to one already in the register? If that is the case you
can select "New transaction (No Match)" before you hit the record
button.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-22T22:20:17Z2009-07-22T22:20:17ZDual Serialization<div><p>Hi Ben:</p>
<p>Thank you very much for setting up the Dual Serialization
proposal for a vote.</p>
<p>Regarding repeating entries and the problem of distinguishing
between real and false duplicates, it's much more efficient to
validate an imported batch of lines items in a two-dimentional
array (i.e. a list, especially if they are correctly serialized to
match either the bank's online or CSV download transaction
sequence, or the checkbook register sequence), rather than line by
line. Moneydance's line-by-line method of import validation is
extremely tedious, particularly when it finds more than six or
seven matches for a particular entry, necessitating scrolling for
each item with multiple matches. I would rather splice a group of
imported transactions by ticking off real duplicates as I scan down
a list, and deleting them all at once.</p>
<p>Thank you for your consideration,</p>
<p>Peter</p></div>paluft1tag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-25T18:15:20Z2009-07-25T18:15:20ZDual Serialization<div><p>Hi Peter</p>
<p>There are a number of fairly big changes coming to the way
Moneydance handles transaction downloading in the next major
release (MD2010) This will be out before the end of the year is is
going to be a free upgrade to users hwo bought MD2008. Here is a
quote from the current working document:</p>
<h1>Add a "download all accounts" menu that retrieves transactions
for all direct-connect enabled accounts.</h1>
<h1>Add an option to automatically invoke the download-all-accounts
action every time MD is started and/or every N hours.</h1>
<h1>All downloaded/imported OFX/QFX/OFC transactions will
(optionally, but probably the default) go directly into the
register.</h1>
<pre>
<code> Transactions that are possible matches for pre-entered transactions will have a "Match" button that shows a popup with a list of possible matches. Selecting one of those matches will merge the two transactions.
Downloaded transactions that have similar payees (and memos)</code>
</pre>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-07-26T07:01:46Z2009-07-26T07:01:46ZDual Serialization<div><p>Very nice, Ben - thanks a lot for the update on the False
Duplicates issue.<br></p>
<p>I did register and vote on the ticket you set up for Dual
Serialization, adding some additional comments that you've perhaps
already looked at. As I've said, if this ever were to get
implemented into Moneydance, I'd certainly become a client, as well
as a promoter! : )</p>
<p>Best Regards,</p>
<p>Peter L.</p></div>paluft1tag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-08-17T03:20:33Z2010-11-28T15:15:53ZDual Serialization<div><p>Peter,</p>
<p>what format do you save your excel files in so that they can be
imported by Money Dance?</p>
<p>thanks,<br>
George<br>
Tulsa</p></div>gldavenporttag:infinitekind.tenderapp.com,2009-01-14:Comment/2278942009-08-17T03:33:53Z2009-08-17T03:33:53ZDual Serialization<div><p>Hi George:</p>
<p>I don't - I've been directly importing QIF files downloaded from
the bank into Moneydance, for comparison with independently
downloaded CSV files for Excel.<br></p>
<p>Thank you,</p>
<p>Peter</p></div>paluft1