Reordering same day transactions

Alan's Avatar

Alan

15 Mar, 2025 07:52 PM

I have 2 transactions. For this example let's call them as follows:
EXPENSE which has a memo of 4-1-25
INCOME which has a memo of 3-25

I included the memos in case it matters.

They both have been entered on the same date and same time (other than time to enter transaction)
How can I reorder these 2 transactions other than changing the date?

I entered the INCOME first and the EXPENSE second, since the reverse gives me an overdrawn account.
Is there any way to reorder these other than changing the date?

Many thanks

  1. 1 Posted by -Kevin N. on 15 Mar, 2025 08:10 PM

    -Kevin N.'s Avatar

    Hi Alan,

    Try changing the sort order to Date/Amount.

    Look to the following Moneydance KB article for more info.
    https://infinitekind.tenderapp.com/kb/register-and-transactions/sor...

    -Kevin N. (not a member of Moneydance support)

  2. 2 Posted by Alan on 17 Mar, 2025 11:07 PM

    Alan's Avatar

    Read this and tried different choices, but still no luck.
    Just easier to change the date.

    Thanks for your help.

  3. Alan closed this discussion on 17 Mar, 2025 11:07 PM.

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