Side Bar
Can you add additional Titles to the sidebar, right now there is Bank, Credit Card, Loan, Investments, etc. I have a few business accounts and I would like to have a title that says "Business" and put all those accounts there.
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
1 Posted by dtd on 05 Dec, 2022 04:17 AM
just a user - I think you can have ASSETS and LIABILITIES in addition to the ones you mentioned.
What I do with my business accounts is to name an account like Z - BUSINESS for each of the titles, and then create sub accounts for them...
like
CREDIT CARDS
personal1
personal2
Z - BUSINESS
. business cc 1
. business cc 2
Technically, Z - BUSINESS is a credit card (in this case) and the others are subaccounts, but I just don't put anything into Z - BUSINESS - it becomes a placeholder.
2 Posted by dwg on 05 Dec, 2022 05:00 AM
It is not possible for users to add titles to the side bar.
The titles displayed are dependent on what you have elected to show. The list of possible headings is:
Bank
Credit Cards
Investments
Loan
Asset
Liability
Expense Categories
Income Categories
Graphs & Reports
3 Posted by dwg on 05 Dec, 2022 05:13 AM
Oops I left out Budgets
4 Posted by austriah on 05 Dec, 2022 12:52 PM
DTD, thank you, I was aware of the additional options, I just put etc. and didn't list them all because I was seeking to add an additional one name "Business".
Can you please explain to me how you created a sub account? I was able to create the Z-Business with nothing under it, but how are you making a sub account please.
5 Posted by -Kevin N. on 05 Dec, 2022 01:09 PM
Hi austriah,
If you don't mind my jumping in here... You simply select 'Z-Banking' from the 'Parent Account' drop-down list in the Properties form of the sub-account(s)
https://infinitekind.tenderapp.com/kb/accounts-and-categories/creat...
-Kevin N. (not a member of MD support)
6 Posted by austriah on 05 Dec, 2022 02:04 PM
KevinN.
Thank you, I saw the 'Parent Account' but was leary about changing it because when I first started using Moneydance in the early days I kinda messed stuff up simply by altering the account name.