Online Balance

Dave's Avatar

Dave

21 Mar, 2020 02:58 PM

I have switched from Quicken after 20 years to Moneydance. As I learn the product I believe the only way to show online balance after downloading transactions is to Control B to get the Reconcile popup to appear; or select Reconcile from the menu. Would it be possible to put the online balance and date of the online balance at the bottom of the register to the left of where the register balance is now, and keep the register balance? It would be super cool if the difference was displayed as well. As a user it would make it easier to ensure that when I download transactions that I can easily see if the download was successful. I have many accounts in Moneydance and it would make it easier on bill day.

Thank you for considering this.

  1. 1 Posted by -Kevin N. on 21 Mar, 2020 03:13 PM

    -Kevin N.'s Avatar

    Hi Dave,

    Take a look at the following Moneydance KB article:
    https://infinitekind.tenderapp.com/kb/register-and-transactions/bal...

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

  2. System closed this discussion on 20 Jun, 2020 03:20 PM.

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