Can not view the Checking account register

Holly Deveny's Avatar

Holly Deveny

24 Jun, 2024 06:30 PM

Some how I have lost my Checking account register. The balance on the left side is correct but the screen is only showing all my monthly transactions for one Category for the past several years. How can I get the register back?

  1. 1 Posted by Holly Deveny on 24 Jun, 2024 07:05 PM

    Holly Deveny's Avatar

    please see the attachment. You will notice on left the Deveny checking is
    highlighted, the balance is correct but the check register is not showing
    and I do not know how to get back.

    Please help

    On Mon, Jun 24, 2024 at 2:32 PM Infinite Kind <
    [email blocked]> wrote:

    > [image: The Infinite Kind] <https://infinitekind.com> The Infinite Kind
    > technical support: *infinitekind.com/help <https://infinitekind.com/help>*
    > email: *[email blocked] <[email blocked]>*
    >
    > Hello Holly Deveny!
    >
    > This is an automated response to let you know that we've received your
    > request:
    >
    > *Can not view the Checking account register*
    >
    > and will respond as quickly as possible. Answers to many common questions
    > can be found in our knowledge base <https://infinitekind.tenderapp.com/kb>
    > and user guide
    > <https://infinitekind.tenderapp.com/kb/user-guides/moneydance-2015-user-guide>
    > .
    >
    > Based on your support request, we think you may find the following
    > articles from our FAQ helpful:
    >
    > - Closing and Hiding Accounts
    > <https://infinitekind.tenderapp.com/kb/accounts-and-categories/closing-and-hiding-accounts>
    > - Sort and Filter the Register
    > <https://infinitekind.tenderapp.com/kb/register-and-transactions/sort-and-filter-the-register>
    > - Investment Account Registers
    > <https://infinitekind.tenderapp.com/kb/investment-accounts/investment-account-registers>
    >
    > We'll send an email to you (at [email blocked]) when we update your
    > support request. Alternatively, you can keep track of this conversation
    > online
    > <https://infinitekind.tenderapp.com/discussions/problems/102165-can-not-view-the-checking-account-register>
    > .
    >
    > Thanks again!
    >
    > Sincerely,
    > The Infinite Kind
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  2. 2 Posted by -Kevin N. on 24 Jun, 2024 08:31 PM

    -Kevin N.'s Avatar

    Hi Holly,

    Try this...

    Per your screenshot, look to the top of the register where it says 'Showing: This Year' and change that to 'Showing: All Transactions'

    Look also to the 'Category' column at the small caret ^ next to the word 'Category'. That caret indicates that you are sorting by that particular column. Move your mouse cursor over to the 'Date' column and click there. Click again to toggle between ascending and descending order.

    -Kevin N. (not a member of Moneydance Support)

  3. Support Staff 3 Posted by Maddy on 25 Jun, 2024 12:18 PM

    Maddy's Avatar

    Hi Holly,
    I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that when viewing the account register, you could click in the 'Date' column header. Click again to toggle between ascending and descending order. Then, you should 'right click' (or press Ctrl and click) on any transaction to view the context menu then choose Choose Sort By > Date Entered. Close and restart Moneydance to retain the change.
    Finally, you can refer to this article of the Knowledge Base.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by Holly Deveny on 25 Jun, 2024 12:39 PM

    Holly Deveny's Avatar

    Thank you so much!!! It worked.!

    On Tue, Jun 25, 2024 at 8:18 AM Maddy <[email blocked]>
    wrote:

  5. Support Staff 5 Posted by Maddy on 25 Jun, 2024 12:40 PM

    Maddy's Avatar

    Fantastic news!
    I'm glad it worked.
    I'd close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  6. Maddy closed this discussion on 25 Jun, 2024 12:40 PM.

  7. Holly Deveny re-opened this discussion on 25 Jun, 2024 12:42 PM

  8. 6 Posted by Holly Deveny on 25 Jun, 2024 12:42 PM

    Holly Deveny's Avatar

    how do i close out the ticket

    On Tue, Jun 25, 2024 at 8:40 AM Maddy <[email blocked]>
    wrote:

  9. Maddy closed this discussion on 25 Jun, 2024 12:54 PM.

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