How to see the account that a transaction is a part of?
In my checking account, I found a transaction, right clicked it and chose "See Other Side". It takes me to a transaction among several other transactions, but nowhere do I see which account it is in. No accounts are highlighted in the left pane. How do I see which account the "other side" is in? At the top of the screen it lists "Transfer - Personal - Savings - C:\data" which I believe is supposed to show the account, but there is no such account named "Transfer - Personal - Savings". There is a "Personal - Savings" account but it does not have any matching entries.
Yes, I am showing All Transactions and do not have any filtering / search entered.
With one of the "other side" transactions selected, if I click on Account > Edit Account, it does not show me an account. It shows me a Category.
I have verified that no such account is listed in the Tools > Accounts window as well.
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1 Posted by Stuart Beesley ... on 08 Feb, 2025 08:41 AM
If show other side, then edit account is showing you a category, then the transaction in your checking account is to/from a category. Eg
Checking account $100 against Utility Bills
2 Posted by shawlh on 08 Feb, 2025 09:04 AM
How can the other side be a category? The other side should be for transfers between accounts.
3 Posted by dwg on 08 Feb, 2025 09:50 AM
Transactions all have two sides, a source and a destination, the two sides are only both accounts if it is an account to account transfer otherwise it is generally an account to category transfer. A category to category transfer is also possible.
4 Posted by Stuart Beesley ... on 08 Feb, 2025 09:52 AM
Can you send a screenshot of the transaction in question, then SS the other side. Then screenshot the tools/categories category that edit account shows
5 Posted by derekkent23 on 08 Feb, 2025 10:51 AM
I am not support staff, just a user.
Hi shawlh
In your post you state:
“At the top of the screen it lists "Transfer - Personal - Savings - C:\data" which I believe is supposed to show the account, but there is no such account named "Transfer - Personal - Savings".”
If this is the text I think you are talking about, text followed by a – and your Data Set name this is the category. See if you can find "Transfer - Personal - Savings - C:\data" under TOOLS – CATEGORIES.
Hope this helps.
6 Posted by shawlh on 08 Feb, 2025 08:20 PM
I discovered that if you select a transaction (in any account registry) and choose "Show Other Side", it will list all of the transactions with the matching category (shown at the top of the window) and the **Category** field will display the **account associated with each transaction**.
7 Posted by dwg on 08 Feb, 2025 10:17 PM
The show other side option shows the register the transaction is in, in the part of the register that specific transaction appears, that is the way Moneydance displays transactions.
shawlh closed this discussion on 17 Feb, 2025 07:41 PM.
shawlh re-opened this discussion on 17 Feb, 2025 07:41 PM
8 Posted by shawlh on 17 Feb, 2025 07:48 PM
The "See the Other Side" of a transaction is an interesting tool.
Looking at the top of the screen in the title was the most reliable way for me to see which account I was in. Using the functionality to switch to the other side of transfers between accounts is useful.
Being able to go into Categories, right click on one of them, and selecting "Open in New Window" is really helpful to see all of the transactions that belong to a particular category. You just have to be aware that when you do that with a category, the "Category" column then shows you all of the Accounts that the transactions are associated with, and the title at the top of the screen shows the actual category.
You can then follow the "other side" of those transactions to go make changes.
My wife and I overhauled our Categories tree and made individual changes to some types of transactions using this method; and using the Batch Change option for lots of others.
Just don't forget which screen you're looking at, Transactions showing the Categories, Transactions showing the Accounts, etc.
shawlh closed this discussion on 17 Feb, 2025 07:48 PM.