Debits & Credits

tonyt's Avatar

tonyt

26 Jun, 2020 10:42 AM

Hi
I have seen this mentioned before, but why does moneydance not put credits first, followed by debits for the same day as per bank statements? I know I can click on sort by date and amount, but that only seems to apply to the day in question and does not seem to stick.
Surely this should be standard, or have I missed something?
Cheers...
Am on Mojave and MD latest versions

  1. 1 Posted by derekkent23 on 26 Jun, 2020 11:08 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi tonyt

    In the register have you tried right clicking on a transaction and selecting SORT BY – DATE/AMOUNT

    Hope this helps.

  2. 2 Posted by tonyt on 26 Jun, 2020 04:54 PM

    tonyt's Avatar

    Thanks Derek
    Tried it and it now seems to work for all dates in register! Tried before and no luck so will keep you posted.
    Cheers...

  3. 3 Posted by tonyt on 07 Jul, 2020 07:51 AM

    tonyt's Avatar

    Came to use MD this morning, smaller amounts (debits) were before larger amounts? I did sort on date amount. If I right click on one transaction, is it applied to the whole account and does that setting stick when closing and re-opening? If there were credits on the same day, would they be placed above debits?
    Cheers...

  4. 4 Posted by dwg on 07 Jul, 2020 08:20 AM

    dwg's Avatar

    I'm a fellow user.

    This is my take on your questions:

    If I right click on one transaction, is it applied to the whole account and does that setting stick when closing and re-opening?

    Yes it applies to the whole account. MD remembers the last sort order used.

    If there were credits on the same day, would they be placed above debits?

    Yes they are assuming you have set to use Date/Amount sorting

  5. 5 Posted by derekkent23 on 07 Jul, 2020 08:41 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi tonyt

    In a register if you have right clicking on a transaction and selected SORT BY – DATE/AMOUNT then on the same date:

    Credit Cards
    1. Payment will appear before Charge.
    2. Payment transactions will appear in order Larger to Smaller.
    3. Charge transactions will appear in order Smaller to Larger.

    Bank Account
    4. Deposit will appear before Payment.
    5. Deposit transactions will appear in order Larger to Smaller.
    6. Payment transactions will appear in order Smaller to Larger.

    Sort order will be remembered.
    Sort order can be set differently in each account register.

    Hope this helps.

  6. 6 Posted by tonyt on 07 Jul, 2020 11:39 AM

    tonyt's Avatar

    Many thanks derek & dwg
    I am getting the expected behaviour you describe. I was hoping to get both credits and debits listed largest first / smallest last on any given day. I guess that is not how it works!
    Cheers

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