Tax dates should be optional

Randy

09 Mar, 2026 10:18 AM

It would be great if we didn't have to turn on the Seperate Tax Dates feature in preferences when we just need to put a tax date on 1 transaction. This is a problem for me during this time of year because I can continue to contribute to my HSA for last year until tax day of this year. I would like those deposits to be recorded in '25 even though it wasn't made until a few months into '26.

It could be a menu item or a contextual item to let me enter the tax date of a single transaction.

Thanks

  1. #1 Posted by Maddy Support staff on 09 Mar, 2026 03:53 PM

    Hi Randy,
    Thank you for contacting Moneydance support.

    I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  2. #2 Posted by Stuart Beesley ... on 09 Mar, 2026 04:08 PM

    FYI - I have a 'fake' sub account called allocations, and for these 'one-off' events, I make two dummy txns that reverse the amount on the date in question, and enter the same amount in the correct (tax) date.. Then I can include/not include this 'fake' account and see\not see the tax adjustments...

  3. System closed this discussion on 08 Jun, 2026 04:10 PM.

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