New account not showing on sidebar

David Derbyshire's Avatar

David Derbyshire

Jul 20, 2024 @ 01:03 PM

This is the first time that this has happened to me. I created a new account in MD (V: 2024.1 - 5118). Thus time, it is failing to show on the sidebar. Calling up "Accounts" from "Tools" shows the account, but I cant seem to get it to amalgamate with its "Parent" account - nor does the balance feature in the sidebar.

Any suggestions gratefully received.

  1. 1 Posted by dwg on Jul 20, 2024 @ 01:12 PM

    dwg's Avatar

    If you click on the Plus (+) sign at the bottom of the sidebar you should go into a dialog that will allow you to add the account to the sidebar.

    Accounts not appearing on the sidebar does occur from time to time.

    I'm not sure what you mean by 'amalgamate with its "Parent" account'

  2. 2 Posted by david on Jul 20, 2024 @ 01:20 PM

    david's Avatar

    From: dwg <[email blocked]>
    Sent: Saturday, July 20, 2024 2:12 PM
    To: [email blocked]
    Subject: Re: New account not showing on sidebar [Problems #102836]

    // Thank you for the speedy and helpful reply.

    I have been using MD for several years now - and had previously not used the
    "+" button.

    "Amalgamation with Parent account" ?

    When more than one account is held at the same bank, then the balances
    summate giving a total amount held at that institution.

    Any way thanks again.

    Please reply above this line

  3. 3 Posted by dwg on Jul 20, 2024 @ 01:24 PM

    dwg's Avatar

    The only way to group accounts like that on the summary page or in the side bar is to use Parent and child relationships.

    https://infinitekind.tenderapp.com/kb/accounts-and-categories/parent-and-child

  4. System closed this discussion on Oct 19, 2024 @ 01:30 PM.

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