Transaction Batch Change > Date option leaves one transaction hanging
When using Batch Change to change a group of transactions dates it seems one transaction although correctly changed is left in its original position on screen. Therefore you need to select the column date sort to have it correctly sequenced in date order.
Not a major problem but for sure an inconvenience.
Thank you.
-
Batch_Change.png
83.6 KB
Batch_Change.png
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
Support Staff 1 Posted by Maddy on 03 Aug, 2024 02:56 PM
Hi David,
Thank you for contacting Moneydance support.
You should 'right click' (or press Ctrl and click) on any transaction to view the context menu then choose Choose Sort By+ the criteria you prefer. Close and restart Moneydance to retain the change.
Also, you can refer to this article of the Knowledge Base.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by David Charles P... on 04 Aug, 2024 08:28 AM
Hi Maddy
Thank you but perhaps I haven't explained the problem correctly. The
three transactions circled in RED along with the single transaction also
marked RED were part of one Batch Change update to change the date from
the 2nd August to the 4th August. The update went as planned and all 4
transactions had the new date set. But for some reason the single
transaction marked RED and highlighted BLUE was not moved down the date
sequence as the other three were. It is left sitting between 1st and 2nd
of August?
As I say not a big problem but confusing and inconvenient.
Kind Regards
David Potter
3 Posted by dtd on 04 Aug, 2024 04:54 PM
Did you leave the transaction set, and return, or maybe if that doesn't fix it, did you close and reopen moneydance to look again?
4 Posted by dtd on 04 Aug, 2024 05:05 PM
I know, hitting date/sort is easier than the above, but I was just seeing if it was a refresh issue...
5 Posted by Stuart Beesley ... on 04 Aug, 2024 05:13 PM
Interesting issue. Several points.
Can you reproduce? If so…
do again. Take screenshot. Then right click the errant txn and show record details. Copy that info and paste/upload here.
also grab help/console and upload that here too
6 Posted by dtd on 04 Aug, 2024 06:31 PM
Also MD version and the OS you are using might provide a clue or two.
(Although I think console does provide that)
7 Posted by David Charles P... on 05 Aug, 2024 10:15 AM
Hi All
Thanks for your help with this. Windows 11 and MD 2024.2 (5142)
Yes it is reproducible, I made a test this morning, attached images show
the results. Slightly different outcome but still an issue as I see it.
Closing and restarting MD of course solves the problem.
First image > select 4 transactions to batch change
Second image > choose change to date
Third image result., this time more rows are left stranded, closing and
restarting solves the problem.
Let me know if I can help further...
Kind Regards
David Potter
8 Posted by dtd on 05 Aug, 2024 05:49 PM
As per Stuart:
do again. Take screenshot. Then right click the errant txn and show record details. Copy that info and paste/upload here.
also grab help/console and upload that here too
The screenshots show it is reproducible, the record details and console will help with analysis. So, you probably need to "do it again" but include the above detailed info so stuart can look it over. Gotta know "why" in order to fix.
9 Posted by David Charles P... on 05 Aug, 2024 06:04 PM
Okay Understood, sorry I missed that part as spread over more than one
email.
I'll get it done shortly
Kind Regards
David Potter
10 Posted by dtd on 05 Aug, 2024 06:11 PM
Actually thanks for your help, as you get to be the provider of info so we can figure this problem out.
11 Posted by dtd on 05 Aug, 2024 06:13 PM
.
12 Posted by David Charles P... on 05 Aug, 2024 06:52 PM
I hope this is what you are after...
I got a little out of sync so Batch Change 3 shows one of the Record
Details that gets left behind in the date order.
Thanks All
Kind Regards
David Potter
13 Posted by dtd on 05 Aug, 2024 07:15 PM
Record details is obtained by going to the transaction, hitting, right click, then Raw Details at the bottom.
14 Posted by David Charles P... on 05 Aug, 2024 07:55 PM
Hi dtd
Okay this is from the transaction that formed one of the group of
transactions that got stranded. The transaction marked in image
BatchChange3
Of course it sits correctly now in date sequence as I have closed and
reopened MD. The text is below. If you need me to repeat the whole thing
again let me know.
0.acctid: b3cdc234-49c1-4cf5-9fe7-0a9bc19d9346
0.desc: Currys - Care Plan
0.id: 91957b7f-8ce7-45e5-abed-c8e140acdfc0
0.obj_type:
0.pamt: -530
0.rate: 1.0
0.samt: 530
0.stat:
acctid: 16191729-6f80-4315-bcd3-0fc4fcf8ca04
chk:
desc: Currys - Care Plan
dt: 20240806
dtentered: 1722166518719
id: 60e89220-5488-43ef-aba0-a67c908e60d7.20240802
memo: Kenwood Fridge/Freezer
obj_type: txn
stat:
td: 20240806
ts: 1722883346792
Kind Regards
David Potter
15 Posted by dtd on 05 Aug, 2024 10:26 PM
Stuart will need to jump in now, but it is very late in his evening (UK based) so may be some hours from now.
16 Posted by Stuart Beesley ... on 05 Aug, 2024 10:40 PM
Point 1. You are on 5130 (not 5142). Please upgrade to 5142
https://infinitekind.com/preview
17 Posted by Stuart Beesley ... on 05 Aug, 2024 10:41 PM
No obvious errors. I’ll have to test it myself.
18 Posted by David Charles P... on 06 Aug, 2024 06:52 AM
Hi All
I'm also in the UK so please do reach out if I can do any more to help
with this.
Kind Regards
David Potter
19 Posted by Stuart Beesley ... on 06 Aug, 2024 08:57 AM
I confirm it's a (small) issue and I can reproduce. The data is fine, a screen refresh of some sort is needed...