Credit/Debit Value Distinction for Transactions in Investment Accounts

bob.brooks's Avatar

bob.brooks

27 Apr, 2018 05:49 PM

I am new to Moneydance, so everybody play nice, please. While migrating my accounts from Quicken, I experienced some considerable confusion because there is only one field in investment accounts for a money amount (Amount Field), and in some cases the import from Quicken messed it up because I was not bringing some old linked accounts. I think it would serve the product well if some better distinction could be made visually whether the amount is a credit or debit. That would eliminate the need to examine the transaction type to determine which it is. This could be done with classic negative amount signs like (), -, or even better with color, with red being a debit.

  1. System closed this discussion on 27 Jul, 2018 05:50 PM.

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