Split Category Details

Bagsy's Avatar

Bagsy

02 Oct, 2020 06:51 PM

You've got this really cool function where hovering the mouse pointer over a day in the calender that has reminders set, a pop up appears that list the reminders for that day. Now what would be really cool and time saving would be a similar function when the mouse pointer hovers over the Splits on a Transaction register line item. So on a transaction that has say - 9 splits - hovering over - 9 splits - would show a pop up that list the actual catagory and amount being posted.

  1. 1 Posted by roneydxb on 02 Oct, 2020 07:24 PM

    roneydxb's Avatar

    +1

  2. 2 Posted by tonyt on 02 Oct, 2020 07:35 PM

    tonyt's Avatar

    +1k!

  3. 3 Posted by Stuart Beesley ... on 03 Oct, 2020 09:17 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    On a Mac, if you hold down the alt/option key and hover on a txn, then it does exactly this? Not sure what the equivalent windows key is tho’

  4. 4 Posted by dwg on 03 Oct, 2020 09:21 PM

    dwg's Avatar

    It should be Alt on windows.

    If I salect a transaction then hit the Alt key the split shows.

  5. 5 Posted by dwg on 03 Oct, 2020 09:22 PM

    dwg's Avatar

    Hovering and pressing ALT appears to have the same effect.

  6. 6 Posted by Bagsy on 04 Oct, 2020 07:57 AM

    Bagsy's Avatar

    Brilliant. Thank you both. However the most splits it can show is 19 and one of my monthly transactions has 32, but that's just one amongst many so no big deal, still it's a step in the right direction.
    I searched KB for this but came up with nothing so how do you guys know about it?

  7. 7 Posted by dwg on 04 Oct, 2020 08:28 AM

    dwg's Avatar

    I follow the forums, new versions of the software, and also do some Beta testing. I keep my own notes on Moneydance usage.

  8. 8 Posted by roneydxb on 04 Oct, 2020 08:30 AM

    roneydxb's Avatar

    same here. Had no idea about this feature.

    Another problem has been with dual screen/monitor. If you have 2 x screens
    - try this out..
    Tools->Reports. Select any report ( eg Income & Expenses ). Click on SELECT
    to make a selection of accounts. The screen suddenly pans beyond your
    screen ? Perhaps this happens also with single monitor - i have not tried.
    No matter what you do - you cannot limit it to one screen. There are
    numerous others...

    Displaying nested accounts with their full path is another. Report tables
    cannot accomodate them. No way to switch the path-view off.

    Some requests for features have not been looked at for years. Search in a/c
    names, search in reminders etc.

    Are there hidden options for all these also ?

  9. 9 Posted by Stuart Beesley ... on 04 Oct, 2020 11:09 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Years of experience and playing around.

    Regards Stuart

    On 4 Oct 2020, at 08:57, Bagsy <[email blocked]> wrote:

    

  10. 10 Posted by jeff_l on 04 Oct, 2020 11:43 AM

    jeff_l's Avatar

    Hi roneydxb

    Regarding search in reminders…..

    Stuart’s being too modest here, he contributed a great python script which allows you to save all the details of your reminders to a csv file

    I’ll let him provide the latest vers, I have v3 & although I have only used it occasionally it has helped me sort out my auto commit dates.

    Thanks for all your python scripts Stuart

  11. 11 Posted by roneydxb on 04 Oct, 2020 11:56 AM

    roneydxb's Avatar

    Hi Jeff, Stuart,

    I guess I missed that message somehow. I've just subscribed to these
    messages recently. Would appreciate if you could kindly resend.

    I have myself been using moneydance since 2012 or thereabouts and I am very
    keen to see this get to the top of the list in personal finance software.
    And on that note - its good to see the support from fellow users. Thanks in
    advance once again - especially Stuart - Id be very keen to see more of
    these. I cant help say - I love the software.. but there is a lot more to
    be done

    Please do resend that email/script. Thanks again.

  12. 12 Posted by Stuart Beesley ... on 04 Oct, 2020 12:20 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Reminders extract still at version 3 - tho' I have plans... Attached. I also have scripts for showing total of stock/fund qtys across accounts and I am working on a UK cost basis report. I am happy to consider writing any particular scripts - depending on what it is....

  13. 13 Posted by Stuart Beesley ... on 06 Nov, 2020 09:49 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Hi, updated script v4a. Now displays the reminders and allows edits, then writing the file....

  14. 14 Posted by tonyt on 07 Nov, 2020 12:51 PM

    tonyt's Avatar

    Hi Stuart
    Never used a script before but need to look at all my reminders on paper. Can you give me some pointers?
    Much appreciated
    tonyt

  15. 15 Posted by Stuart Beesley ... on 07 Nov, 2020 01:09 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Save the script to your local computer
    Run Moneydance
    Menu>Window>Show Moneybot Console
    Click Open Script
    Choose the script you saved
    Click RUN
    If on a Mac and you get two silly messages that say something like ““jffi14245415351618718681.dylib” cannot be opened because the developer cannot be verified.” - just click Bin or Cancel - they are irrelevant and nothing to do with the script

    The script should run

    Good luck!!

  16. 16 Posted by tonyt on 07 Nov, 2020 05:26 PM

    tonyt's Avatar

    Hi Stuart
    Thanks for swift response, and with a little fiddling, success first time. MANY thanks! Did I read somewhere here you were working on a report generator? If so, any progress / news? Hope so.
    Best wishes
    tonyt

  17. 17 Posted by Stuart Beesley ... on 07 Nov, 2020 05:27 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Great
    Not me on the Report Generator - That’s Mike Bray…
    (But if there is a useful script / extract that I can write - let me know?)

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

27 Jan, 2021 10:58 AM
27 Jan, 2021 10:37 AM
27 Jan, 2021 10:09 AM
27 Jan, 2021 09:02 AM
27 Jan, 2021 06:55 AM