Great Product!
I really like MD over Quicken. A few features that would be nice (copy/paste), 401k updater, and blocking of downloading explicit transactions would be perfect!
Until then, it's still the best!
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1 Posted by Stuart Beesley ... on 01 Jan, 2023 05:28 PM
Copy and Paste does exist?
MD+ for 401K updates?
What do you mean by blocking downloading of explicit txns?
(not support, just a fellow user)
2 Posted by Stuart Beesley ... on 01 Jan, 2023 05:31 PM
e.g. possible considerations...:
within timeframe
nothing past due
only when repeat type is monthly
only when reminder is set for auto commit
etc..?
3 Posted by Randy on 01 Jan, 2023 07:00 PM
I wish for Copy and Paste!! I can do a Control C/V, but not everywhere.
In Q they had a 401k update option which just asked for the quantity, share price, and grand total. It would automatically enter the adjusting transaction.
For explicit transactions, I have duplicates in MD+ from Ameritrade. So my dividend is also being added as a weird security. I would like to block that from being dowloaded, and I could enter the information manually.
On Sunday, January 1, 2023 at 11:28:26 AM CST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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4 Posted by dwg on 02 Jan, 2023 10:02 PM
Copy and paste works with fields not records, can you tell us how you wish to use C & P as in some cases there are ways of achieving the same result.
I know of some of the adjusting "transactions" that Quicken does, they would do some with mutual funds where I am, and while they look neat and work in Quicken, unfortunately, many are not valid in a program that is based on double entry accounting rules like Moneydance is.
5 Posted by Randy on 03 Jan, 2023 10:52 AM
I tried to copy from the total shares for a security. Instead of highlighting, it opens up a security detail page.
On Monday, January 2, 2023 at 04:02:25 PM CST, dwg <[email blocked]> wrote:
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System closed this discussion on 04 Apr, 2023 11:00 AM.