tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/7260-new-extension-accounts-categories-mega-search-windowInfinite Kind: Discussion 2023-08-05T12:40:41Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-04-06T13:54:27Z2022-05-25T14:22:37ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Enhances the internal MD menu Tools>Accounts and Tools>Categories popup windows. It combines both accounts and categories in one list and provides a quick search capability. The new window only activates if you call it from the Extensions menu and once you close it, it's gone (unless you request it again).</p>
<p>Download here:<br>
<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/accounts_categories_mega_search_window.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/acco...</a></p>
<p>Do have a play and let me know any feedback?</p>
<p>Mr Toolbox<br>
My Site: <a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p>
<p>accounts_categories_mega_search_window</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-25T07:48:20Z2022-05-25T07:48:20ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hello Stu,</p>
<p>Ref the Mega Search Window.<br>
We had some discussion on this in another thread - which I list below for reference only - but continuing here as this subject is more focussed:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/suggestions/14144-make-reminders-floating-window">https://infinitekind.tenderapp.com/discussions/suggestions/14144-ma...</a><br>
81 Posted by roneydxb on Apr 25, 2022 @ 04:26 PM</p>
<p>In there, I mentioned that the search does not list some items due to the fact that the parent group is collapsed.</p>
<p>Thus, please consider to add a mechanism to expand ALL items in one go - so that the search feature will continue to work.</p>
<p>In addition, it would be great if you can also - throw focus into the search field immediately upon opening</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-26T09:51:07Z2022-05-26T09:51:07ZNew extension: 'Accounts Categories Mega Search Window'<div><p>@roneydxb - I have made the two changes you requested. A preview build is available for you to try/test on my site (I'm no longer writing the download link in posts).... Let me know how it goes.</p>
<p>If you confirm it's OK, then I will request signing....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-26T10:01:59Z2022-05-26T10:01:59ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Thank you. I sure will install and provide feedback asap</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-26T19:38:47Z2022-05-26T19:38:47ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hello Stu,<br>
Installed. Excellent ! Working very well. Thank you.</p>
<p>Although - not very necessary, please allow me to suggest one more minor change:</p>
<p>-- Double clicking a category takes it to EDIT mode - which is also available using a right click. Also available with right click is the OPEN IN NEW WINDOW. It would be ideal if the double-click would do the latter ( OPEN IN NEW WINDOW ).</p>
<p>Thats it.<br>
PS. Surprised that no one else has made mention of this very useful feature tool.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-26T20:37:27Z2022-05-26T20:37:27ZNew extension: 'Accounts Categories Mega Search Window'<div><p>The choice of edit vs open is debatable. I personally like edit. I will leave it as is for now (unless I get more requests for that).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-28T05:34:06Z2022-05-28T05:34:06ZNew extension: 'Accounts Categories Mega Search Window'<div><p>FYI - A signed version of this latest build (1004) has been uploaded to my site.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-29T16:34:04Z2022-05-29T16:34:04ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Downloaded from your site :<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a><br>
under heading: SIGNED VERSIONS HOSTED ON THIS SITE</p>
<p>I'm afraid the download/file does not work. See screenshot of error below.<br>
Please could you update.</p>
<p>[image: image.png]</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-29T16:52:34Z2022-05-29T16:52:34ZNew extension: 'Accounts Categories Mega Search Window'<div><p>You have to make sure the file name is:<br>
accounts_categories_mega_search_window.mxt and not have any extra numbers on the end before installing.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-05-29T17:11:41Z2022-05-29T17:11:41ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Thanks and good to know. Problem solved. Installed and working.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-12T15:57:33Z2022-06-12T15:57:33ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hello Stu,<br>
Been using the latest ACCOUNTS AND CATEGORIES MEGA SEARCH extensively - the last EXPAND ALL button works really well.</p>
<p>I would also like to request considering adding COLLAPSE ALL button as well - so all group headers ( including sub-group-headers ) get collapsed. Whilst this may not help with searches - it does help with manually managing different categories and sub-categories when you have a large list.</p>
<p>Additionally, it would also help if the line spacing between each category ( density ) can be reduced - so that they are more compact / closer-together and thus more items listed on the screen. Not sure if this is possible though - as it looks like it mirrors the moneydance theme.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-12T16:40:47Z2022-06-12T16:40:47ZNew extension: 'Accounts Categories Mega Search Window'<div><p>FYI. The window IS the MD coa / category window. It does NOT mirror the md theme, it is the same internal window (albeit with some added bells/whistles). As such, I’m not going to touch line spacing.</p>
<p>Regards Stuart B</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-12T17:48:55Z2022-06-12T17:48:55ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Yes. I thought it might be so. Just wanted to be sure. The COLLAPSE ALL button would still be useful to have ( instead of manually collapsing them all one by one )</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-12T17:58:16Z2022-06-12T18:07:31ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Collapse all done. Latest preview on my site:</p>
<p>... clue.... look for '-' on the bottom right......</p>
<p>I've also added in Security Accounts under Investment accounts... (were missing)....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-12T18:22:06Z2022-06-12T18:22:06ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Working - but it looks like only the master categories are collapsed. Is there a way for all sub-categories to also be collapsed ? Meaning, when I manually expand one such master category - its sub-categories remain collapsed ?</p>
<p>PS. Have not played around much with Investment accounts and securities ( as yet ).. so cannot comment much about it...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-13T06:43:28Z2022-06-13T06:43:28ZNew extension: 'Accounts Categories Mega Search Window'<div><p>OK... So I think that you are saying that my new collapse all button is working 100%? yes? Pls confirm?</p>
<p>What you are asking for is something completely new? I.e. if you manually expand a category, then standard MD expands that selected categorie's tree.. You want it so that if you manually expand a category, that the sub categories remain collapsed? Have I written this right? Sorry, but no... This is standard MD and I'm not touching that.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-13T07:14:11Z2022-06-13T07:14:11ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Yes - the collapse all button is working 100%</p>
<p>What I 'thought' was happening is that - when clicking the collapse (-) button - only the main headers were collapsing - and the sub-headers were not ( which sounds strange ). Perhaps both main-headers and sub-headers are indeed being collapsed but is not visible to the user ( and so I have no idea about this ).</p>
<p>But now, interestingly, ( i think ) you are saying - ( when manually expaning any main header ) it is actually MONEYDANCE who is expanding ALL main-headers and sub-headers . If this is true, then I guess there is nothing that can be done. But ideally, moneydance should not be assuming that the user always prefers to expand all sub-groups - that should be an add-on option.</p>
<p>I might add - I assume moneydance wishes that users buy and use this as their primary software ( either for personal or business or whatever ) - and so it should be expected that users ( over time ) will expand their use and have a long list of categories and accounts - and require a UI and options that can help make it more manageable. My comments are not a put-down in any way - I very much prefer moneydance ( have been using it over 10-15 years and have tried to expand that into every possible personal accounting for myself and family I can make use of ) and am only attempting to help improve this somehow. I have previously used it extensively to support my work as well.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-06-13T07:35:07Z2022-06-13T07:35:07ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Sean (the developer) has indicated that he plans to upgrade the core accounts/categories windows in future.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-07-18T15:18:20Z2022-07-18T15:18:20ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hello Stu - see our discussion on May 27, 2022 - where I suggested a double click would open the account instead of edit ( which you prefer not to )</p>
<p>1/<br>
As an alternative, please consider a MENU option such that a user could opt to double-click to open instead of edit.</p>
<p>2/<br>
Also, only option now is to open in a NEW window. Would be good for default to open in existing window and right click to open in new window. Can be a menu option even.</p>
<p>3/<br>
Any chance to assign a shortcut to the extensions ? On windows, I can still use ALT+X and then manually select. But would be nice to have an ALT+X+M or similar for the Mega search ( M for mega ) etc.</p>
<p>PS. please let me know once you have signed version for the 'mega search' and also 'list future reminders' - so I can update them. They are still showing up as a red alert</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-07-18T16:06:12Z2022-07-18T16:06:12ZNew extension: 'Accounts Categories Mega Search Window'<div><p>I’ll ponder 1&2. 3 is a no. There is no support for doing this currently. But it is a good option for Sean to consider. There is probably some internal ‘hacking’ that could do this, but I’m not going there; sorry.</p>
<p>As for signing, it makes no sense to get them signed whilst you are still requesting changes. The signing turnaround is not always quick and best to keep the number of requests for when there is a good/final build that won’t change for a while. In the mean time, I assume you trust my code (as you are using my extensions already), you you can click the ignore button on the red banner for now. Up to you. You are right to want signed versions as a principle.</p>
<p>Stuart B</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-07-19T04:32:12Z2022-07-19T04:32:12ZNew extension: 'Accounts Categories Mega Search Window'<div><p>So, I've pondered 1&2 and it's a no, sorry... I would be rewriting too much of the internal MD code and it's getting too 'hacky'. It's gone way beyond the original concept of just reusing the internal COA window, to show both accounts and categories with a search.. To do any more, I would basically need to rewrite the code / write my own window from scratch.. At this time, I do not plan to do this, especially as Sean indicated he was working on a new COA window anyway... Sorry.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-07-19T05:04:40Z2022-07-19T05:04:40ZNew extension: 'Accounts Categories Mega Search Window'<div><p>ho hum - ok. was worth asking though.<br>
Will be interesting to hear what Sean has to say about a timeline on the new window. Hope it will have all sort of options to filter view and accounts etc. A preview of things to come would have helped - for input/comments from customers as well</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-11-06T16:12:08Z2022-11-06T16:12:08ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Stu,<br>
I still feel this is a good option to add to the dashboard - similar to your CUSTOM BALANCES. This could also be collapsible and will surely benefit large scale users of moneydance</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-11-06T16:13:46Z2022-11-06T16:13:46ZNew extension: 'Accounts Categories Mega Search Window'<div><p>.. or even consider a miniature version of this for the dashboard - that will just help search and open the account...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-11-06T17:12:12Z2022-11-06T17:12:12ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Sorry. This is a won’t do.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022022-11-06T18:46:15Z2022-11-06T18:46:15ZNew extension: 'Accounts Categories Mega Search Window'<div><p>ok</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-01-30T05:49:54Z2023-01-30T05:49:54ZNew extension: 'Accounts Categories Mega Search Window'<div><p>@StuartBeesley</p>
<p>This is a slightly older topic - but I would like to again request that you consider the following:</p>
<p>EXISTING WORKING:<br>
-- After searching and finding an account - double clicking will EDIT the account. -- Right click permits opening in a NEW window. This often results in multiple windows being open.</p>
<p>SUGGESTED CHANGES ARE:<br>
-- Double click to OPEN the account in the EXISTING window. -- Right click to permit EDIT the account -- Right click to also allow opening account in a NEW page ( if the user needs a seperate window ).</p>
<p>SEPERATELY:<br>
If the search field and related buttons could be moved to the top of the screen ( to be aligned with others such as the future reminders extension ) - that would be better. But this particular one is not a critical change needed at this moment.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-03T09:51:28Z2023-03-03T09:51:28ZNew extension: 'Accounts Categories Mega Search Window'<div><p>@StuartBeesley,</p>
<p>Just noticed something about the Accounts & Categories MegaSearch:<br>
Searching finds the account<br>
If account is highlighted and you press BACKSPACE - then it jumps to the option to delete the account. Thankfully, it has a basic secondary check to type 'YES' before deleting.</p>
<p>However, I feel it is best to remove this feature ( remove the option for BACKSPACE to delete the account.For a speed typist, this can be a bit too close to comfort.</p>
<p>I also feel a simple 'yes' being typed in is notthat great - a captcha ( or match a random number of sort ) is a better option/protection.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-03T10:43:00Z2023-03-03T10:43:00ZNew extension: 'Accounts Categories Mega Search Window'<div><p>What happens if you do this in the standard tools/accounts window?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-03T10:48:15Z2023-03-03T10:48:15ZNew extension: 'Accounts Categories Mega Search Window'<div><p>hmm... good catch. Looks like that is design from within Moneydance. I guess no one else thought this odd.</p>
<p>However, in defence to moneydance, I suppose the accounts options is only used for adding/editing the account etc. The mega search menu on the other hand - i use too often and to quickly search/find and jump across accounts and categories - so possibilities of a mistake happening using this menu is a little higher..</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T15:24:07Z2023-03-30T15:24:07ZNew extension: 'Accounts Categories Mega Search Window'<div><p>@Stu...</p>
<p>I upgraded to the new version of Moneydance - and just found out that the Mega Search extension has dissappeared - and not available for download from Moneydance. Has something changed ??</p>
<p>Can you provide me a download link for the latest version - preferably a signed version ( if there is no difference )</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T15:50:31Z2023-03-30T15:50:31ZNew extension: 'Accounts Categories Mega Search Window'<div><p>It should still be there?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T16:25:28Z2023-03-30T16:29:54ZNew extension: 'Accounts Categories Mega Search Window'<div><p>On Moneydance ? Cannot find it there.</p>
<p>Can find on your site - is build 1005 dated 17 Nov 2022 the latest ? Seems like a long time - cos I thought it was updated later.<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a> :</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T16:30:46Z2023-03-30T16:30:46ZNew extension: 'Accounts Categories Mega Search Window'<div><p>just updated my note above. apologies...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T16:42:56Z2023-03-30T16:42:56ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Ah yes, that one is never on the internal MD menu list of extensions..</p>
<p>Under the heading PREVIEW is latest preview unsigned.<br>
Under the heading "Signed Versions (hosted on this site" is the latest signed version</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T18:29:53Z2023-03-30T18:29:53ZNew extension: 'Accounts Categories Mega Search Window'<div><p>So.. The latest is not there ?<br>
The 'preview' version - please advise version and date ? <<=====<br>
The 'signed on this site' version is 1005 dated 17-Nov-2022.</p>
<p>If the preview version is must later and has a lot more changes/features ( now that I can rely on these ) I would not mind installing :-) in the hope that it would be signed soon.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T18:36:57Z2023-03-30T18:36:57ZNew extension: 'Accounts Categories Mega Search Window'<div><p>The latest signed - 1005 17th Nov 2022 is there.. That's the latest in terms of functional changes.. There is a later preview which holds no new features that you can use....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-03-30T18:49:05Z2023-03-30T18:49:05ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Thanks - installed and working !<br>
Looking forward to more improvements and updates...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-04T06:59:23Z2023-05-04T06:59:23ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hi Stuart,<br>
The inability to type and find ( I often call it 'drill down search' ) is getting more and more annoying each day. As such, I have to ask again - especially in relation to the Mega Search.</p>
<p>I realise Mega Search uses Moneydances in house screen/codes/whatever to help create or edit accounts. However, I would REEEEEEALLY appreciate if you could do something to help the DEFAULT CATEGORY and PARENT ACCOUNT selection options in the add/edit screens. Are you able to somehow magically incorporate that drill down search there as well ? Or even if Mega Search can have its own form that will eventually pass it on to Moneydance to create/edit the account ?</p>
<p>Am repeatedly having to go through 100s of categories and accounts and stuff line-by-line using a mouse to find something so simple.. is just getting the best of me.</p>
<p>If it is not possible - ok. But I just had to ask... thanks for listening..</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-04T18:08:32Z2023-05-04T18:08:32ZNew extension: 'Accounts Categories Mega Search Window'<div><p>You're in luck. Easy...<br>
Grab PREVIEW build 1010 from my site:<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p>
<p>In the search filter box enter codes:<br>
{pa:<em>} for parent account search {dc:</em>} for default category search Replace the * with your search<br>
e.g. {pa:bob's account} or {dc:tax category}<br>
you can use both together for AND.<br>
anything outside the {}s will still search as before and again you can AND.</p>
<p>Let me know how it goes?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-04T19:12:44Z2023-05-04T19:12:44ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hey there Stuart.. thanks a bunch. I am away.. and wasnt expecting a<br>
favourable reply ( even if I desperately wanted one ) but I am happy chappy<br>
that you actually did it.</p>
<p>I will get cracking on this as asap.. and will surely provide feedback..<br>
its the least I can do.</p>
<p>Thanks again...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-04T20:57:18Z2023-05-04T20:57:18ZNew extension: 'Accounts Categories Mega Search Window'<div><p>If it works well, then I can easily incorporate more search options if they are useful.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T07:52:27Z2023-05-05T07:52:27ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hi Stuart,<br>
Apologies - perhaps I got this wrong or may be I was not clear. I could not understand where to put those codes. But just to be clear - here is what I'm trying to achieve:</p>
<p>Example of creating a new bank account:<br>
OPTION-1 (default moneydance): Menu->Accounts->NewAccount->Bank<br>
OPTION-2 (MegaSearch): Menu->Extensions->Accounts&CategoriesMega...-> NEW -> Bank</p>
<p>See screenshot with items highlighted in RED.<br>
We have to make a selection for these two items - but there is no search functionality here. You have to use your mouse and go through an extensive list of items. What I am hoping is to have some sort of type-search/drill-down functionality here. (This is also a problem is numerous other places in moneydance)</p>
<p>The same goes for other options to open/edit.</p>
<p>Possible ?</p>
<hr>
<p>PS. The MegaSearch main search field works exceptionally well already I think ( even without these codes). If you remember, we(YOU) created the EXPAND ALL (button) and COLLAPSE ALL ( minus sign button). Search currently finds only items that are expanded and visible. But once expanded/visible, search would pretty much find anything ( although I would like to think that better UI for it would be to:<br>
- Start with a default collapsed view ( unless user requests full expanded view by pressing the exand-all-button ) - Type-search/Drill-down and find item ( even in fully collapsed view ). Search would locate its finds - auto-expand all its higher branches all the way to its root - while all other non-relevant roots & branches remain fully collapsed. )</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T08:26:17Z2023-05-05T08:26:17ZNew extension: 'Accounts Categories Mega Search Window'<div><p>In the mega window, search field, bottom row, just type<br>
{dc:text} This will search all accounts and filter/include when it’s default account name = text</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T09:28:12Z2023-05-05T09:28:12ZNew extension: 'Accounts Categories Mega Search Window'<div><p>ok. I'm not catching this well.<br>
I tried as you mentioned - results are:</p>
<p>typing {pa:} in the search field:<br>
-- lists the parent accounts and also lists all categories. Adding any further text indeed finds the particular account. But this already works without the {pa:} entry ? Selecting an account and clicking NEW does not automatically populate the form with this account.</p>
<p>{dc:} does not work the same as {pa:}. This actually removes all categories from the list and only displays accounts. Also, adding further text does not result in displaying the categories. This needs correction. But then, it works without the {dc:} entry field as well.</p>
<p>Great idea about combining them using an AND or TO operand. That makes sense. I suppose you were planning on the ability to find, select/highlight both parent account and default category - then click NEW and it would throw the form with the parent account and default category already populated ? Is that what you had in mind ? I guess that will work for creating an account - but not for editing...</p>
<p>The most ideal wouild perhaps be to somehow inject a search field into the form itself - if that is possible. If this is possible - then this can be replicated in several other areas as well i guess ( eg. on the dashboard, Reports ( in the forms themselves - but also to find a report )...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T11:17:23Z2023-05-05T11:17:23ZNew extension: 'Accounts Categories Mega Search Window'<div><p>I don't understand..</p>
<p>I have an account called FRED that has a 'default category' of xxx</p>
<p>In the filter box I type<br>
{dc:xxx} it lists the account called FRED.</p>
<p>Is this not what you wanted? To show accounts (e.g. FRED) with a default category of xxx<br>
?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T11:20:35Z2023-05-05T11:20:35ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Ah - as for {pa:*}, then I assume you are searching for parent accounts with a name that also exists in categories?</p>
<p>e.g.<br>
Account<br>
Fred<br>
sub: John</p>
<p>Cat<br>
Fred<br>
sub: fuel</p>
<p>{pa:FRED} will return both cat and acct's which are both parents called FRED?</p>
<p>NOTE: categories ARE ALSO accounts...</p>
<p>Is this what's happening?</p>
<p>If so, I can adjust, but depends on requirements...?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T11:21:23Z2023-05-05T11:21:23ZNew extension: 'Accounts Categories Mega Search Window'<div><p>.... and you already know that I cannot do this....</p>
<p>"The most ideal wouild perhaps be to somehow inject a search field into the form itself - if that is possible. If this is possible - then this can be replicated in several other areas as well i guess ( eg. on the dashboard, Reports ( in the forms themselves - but also to find a report )..."</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T11:37:29Z2023-05-05T11:37:29ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hi Stuart. Yes - I am aware you cannot do this.. but I just put that there<br>
- so you know what I am aiming for. The method does not matter as long as we get the same result.</p>
<p>Perhaps this is just too daunting - but allow me to try to explain again:</p>
<p>I often create new accounts ( mainly bank accounts from a moneydance<br>
perspective). I do this regularly - so becoming daunting to repeatedly find<br>
the PA (parent account) and also DC ( Default category ) to be used in this<br>
form.</p>
<p>So, I would like to use mega search to create the bank account. Can I use<br>
your methods {pa:} AND {dc:} in the mega search field to find both items (<br>
yes - they are separate items ). And then select both items and click NEW<br>
and (somehow) both PA and DC get added to the new account form ?</p>
<p>Your example of fred and xxx - is fine. But you are finding something that<br>
is already created. I am trying the opposite - I need to create the account.</p>
<p>PS. If it helps, is there somehow I can send you info direct ?</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T19:25:58Z2023-05-05T19:26:19ZNew extension: 'Accounts Categories Mega Search Window'<div><p>My email is<br>
…</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-05T19:29:16Z2023-05-05T19:29:16ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Ok. I get what you want, but I really can’t see how it’s quicker.</p>
<p>You want to type pa and dc search strings for these to appear, so you can select two, so that you can create a new account with these two preset.</p>
<p>How is that quicker than using the normal create account and then searching and selecting the pa and dc manually?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-06T09:29:34Z2023-05-06T09:29:34ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Thoughts on my comments?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/537158022023-05-06T12:40:03Z2023-05-06T12:40:03ZNew extension: 'Accounts Categories Mega Search Window'<div><p>Hi Stuart. Apologies.. i am driving most of yesterday and today.. so taking<br>
time to respond.<br>
Well.. its just easier.. a lot LOT easier.. especially when I often create<br>
new accounts. Eg. I place/break/renew deposits and the like which are all<br>
created as bank accounts in a heirarchy based on family member -> banks -><br>
account type -> currency -> account list.</p>
<p>Perhaps this might seem more like a 'want' than a 'need' to many.. . Which<br>
is why i also keep circling back to the type-search/drill-down feature<br>
missing in MD..</p></div>RJron