Merge tab should be sticky
When I download my monthly bank account there are many items to merge on my checking register. However every time I merge, MD resets the pop up window to details and I have to go back and set it to online.
When online (or details) is selected that choice should stay for subsequent transactions until MD is quit or the universe ends.
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1 Posted by Ben Spencer on 26 Jul, 2015 07:13 PM
I am not able to reproduce the problem you are describing. The only way I can get the details to show up initially if I click on an unconfirmed transaction is if I have attached a file to that transaction before confirming it. Is that what you have done?
Please can you verify the version of Moneydance you are running. To do this run Moneydance and from the menu bar select Help->Console Window... Then copy and paste the output of the console window to this discussion.
Ben Spencer
Infinite Kind Support
2 Posted by sth on 26 Jul, 2015 08:35 PM
Yes, if I have previously attached an invoice or cancelled check image to a transaction, then when I do the monthly download from the bank and update, the merge is a pain.
So, I have a bunch of transactions with attachments. Then I download the monthly bank statement and start merging. Every time I merge the register moves to the next transaction and then changes the merge/details tab back to the details from he merge.
It should keep the current value of details or merge for the tab as you move from transaction to transaction.
I was using MD 2015.5 build 1255 but this has been their since the new transaction details window.
Support Staff 3 Posted by Ethan on 31 Jul, 2015 01:23 PM
Thanks for bringing this to our attention. I have created a suggestion ticket for this issue for our developers.
My guess about why this hasn't been brought up before is that it may be uncommon for people to add as many attachments to transactions as you describe before going through the confirmation process. I wonder if it would make sense instead of Moneydance remembering the last view of this popup, it would instead default to the confirmation options if the transaction is unconfirmed? My guess is that's almost always going to be the thing that people want to access if the transaction is unconfirmed, and then of course once it is confirmed, the only thing left to display in the popup will be the attachment. Would that change make sense to you?
Ethan
Moneydance Support
4 Posted by sth on 31 Jul, 2015 07:15 PM
It may be that I have an unusual situation where I have added an invoice before getting confirmation from the bank. But if one is really going to start using the attachments feature of MD then it will happen more an more.
Defaulting to the confirm tab would probably work. I am not sure of the future of this window. There is a lot of issues with it covering useful information while asking for confirmations. It is unclear to me why these items are the same window since they are not logically connected.
It is also unclear what else will be added to the "details" tab of the window so just remembering it would be more future proof than defaulting. It may be that tab will only be confirmations but possibly not.
System closed this discussion on 19 Mar, 2016 04:55 AM.