Adjusting Account Balances to Include Future Transactions I Doesn't Save

conklejj's Avatar

conklejj

30 Dec, 2023 03:15 AM

When adjusting account balances to include future transactions it doesn't get saved. I tried several times and it doesn't work.

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  1. 31 Posted by conklejj on 04 Feb, 2024 09:40 PM

    conklejj's Avatar

    Dwg,

     

    I looked into it a little further and what I actually found is the summary page is not picking up the adjusted balance at the bottom right of the register page, but is picking up the current balance of the register before the change at the bottom right to show the future automatic payments. So it appears the summary page is not picking up the balance at the end of the register at the bottom right. Changing the balance is currently only changing it at the bottom right. It is only the summary page in error as it doesn’t currently reflect the adjusted balance at the bottom right of the register. This summary page use to reflect the balance at the bottom right of the register page but in the last few upgrades this stopped working. It is important to have the summary page reflect the correct balance. Let me know when this is expected to be fixed.

     

    Thank You,

     

    Jerry

  2. 32 Posted by dwg on 04 Feb, 2024 10:09 PM

    dwg's Avatar

    I'm a fellow user.

    In the body of the summary page each account type allows you to set what balance type is to be displayed. In your case you would ensure this is set to Balance, there are arrows next to the headings that allows you to set what to show.

    When I change this on the current version of Moneydance I can see the individual and total balance change

  3. 33 Posted by conklejj on 04 Feb, 2024 10:24 PM

    conklejj's Avatar

    Dwg,

     

    Thank You very much. I never noticed it before. Before the last several versions of the software it always changed with the action under account and displayed it accurately.

     

    Problem Solved.

     

    Thanks again.

     

    Jerry

  4. System closed this discussion on 05 May, 2024 10:30 PM.

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