"Bookmark" scroll location in account

mgphl52's Avatar

mgphl52

23 Mar, 2020 03:13 PM

When switching back and forth between multiple accounts, I would love to have Moneydance remember where I was positioned in the account instead of always going to the bottom.

  1. 1 Posted by -Kevin N. on 23 Mar, 2020 03:24 PM

    -Kevin N.'s Avatar

    Hi mgph152,

    Something that you might try in that type of scenario is to open one of the other account register(s) in a new window.

    To do so, from the left side bar, right-click on the account in question and choose 'Open in a New Window'.

    You can then use key-combo ALT-TAB to toggle between the two windows.
    Key-combo CTRL-W closes the new window(s) without closing the main Moneydance window.

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

  2. 2 Posted by jimrh on 27 Mar, 2020 01:18 PM

    jimrh's Avatar

    Allow me to chime in here with a huge +1 for this.

    If I am working within a register - and close Moneydance at the end of the day - when I return I have to manually scroll/search to find the place where I stopped work.

    In Quicken I could drop a colored "flag" at a particular point and then - later when I returned - search for "the red flag", (or whatever color I used), to find my place.

    Likewise, if there were transactions that needed more extensive review, I could drop a different color flag there, (blue for example), and then find all the transactions with "blue" flags. I could also set a view criteria so it would only show the transactions with a particular colored flag, considerably simplifying and speeding my work.

    Being able to drop some kind of marker so that Moneydance will return there when re-started would be a tremendous time saver. Even if it weren't automagic, being able to jump to a specific place-marker would be excellent!

    Thanks!

  3. 3 Posted by -Kevin N. on 27 Mar, 2020 01:24 PM

    -Kevin N.'s Avatar

    Hi jimrh,

    Something that you could do in this instance is to assign a 'Blue Flag' Tag to the transaction(s) in question and simply enter 'blue' into the 'Search' field.

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

  4. Support Staff 4 Posted by Ethan on 27 Mar, 2020 08:07 PM

    Ethan's Avatar

    Thanks for your suggestion. There is an existing suggestion request for this issue. I've attached the suggestion ticket in our tracking system to this thread, so your interest has been registered. If we decide to implement this feature in a future release, this thread will be notified.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  5. 5 Posted by jimrh on 28 Mar, 2020 06:09 PM

    jimrh's Avatar

    Something that you could do in this instance is to assign a 'Blue Flag' Tag to the transaction(s) in question and simply enter 'blue' into the 'Search' field.

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

    How do I go about doing this?

  6. 6 Posted by -Kevin N. on 28 Mar, 2020 09:47 PM

    -Kevin N.'s Avatar

    Hi jimrh,

    How do I go about doing this?

    Simply create a Tag for the transaction(s) in question.
    https://infinitekind.tenderapp.com/kb/register-and-transactions/tags
    Name the Tag 'Blue Flag' (or whatever you want.)

    Entering 'Blue Flag' (or whatever you named the Tag) into the 'Search' field (in the upper right-hand corner of the register) will bring up the tagged transaction(s).

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

  7. System closed this discussion on 27 Jun, 2020 09:50 PM.

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