Category change from the report
Hi
I am a long-time user of MS money since 97. I have a few issues that I can't work out in Moneydance:
1. When in MS Money, I could zoom into a category from the report and change the underlying categories. I tried to do this and didn't really get anywhere with moneydance
2. The actual expense report is badly formatted and each time, I need to change the column width so that I can actually see what I am looking at. Is there a way to get this to remember?
Thanks
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1 Posted by Scott Meehan on 02 Jul, 2015 05:39 PM
Hi DarkDogZA,
Regarding your first question, are you referring to being able to "drill down" when in reports?
Regarding the second question, unfortunately it's not possible to remember the column widths at this time.
Scott Meehan
Infinite Kind Support
2 Posted by DarkDogZA on 05 Jul, 2015 07:06 PM
Hi
Thanks for getting back to me.
Regarding the first question, if I look at e.g. an expenses report. When I click on a particular category, I found that changing the account actually changed the category whereas changing the category changed the account!
On the second questions, this is a fairly basic report requirement? has this been flagged as a bug?
3 Posted by Scott Meehan on 06 Jul, 2015 03:27 PM
Hi DarkDogZA,
Thanks for clarifying! In some contexts, the account and category for a transaction are reversed intentionally, in order to be able to show and change the account or category while in a different perspective of your transactions. An example of this will be when you're viewing transactions by category, rather than by account; the category field will show the account that the transactions are in. Technically speaking, categories are also accounts, so their function is very similar, except that from a user's perspective, accounts are recognized as being linked to what is traditionally thought of as an account with a financial institution.
I hope that clarifies!
Scott Meehan
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 04:57 AM.