Posting Date
Does Moneydance support a Posting Date field for transactions? This would typically be fetched from downloaded transactions but should be manually editable as well. It would indicate the date that a transaction posted at the financial institution. It would often differ from the Date and the Tax Date.
Comments are currently closed for this discussion. You can start a new one.
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
1 Posted by -Kevin N. on 13 Jul, 2018 09:19 PM
Hi moneydance,
From the Moneydance menu bar, go to File > Preference > Network tab
Check-mark the option 'Use Bank Dates for Merged Transactions'.
-Kevin N. (not a member of MD support)
2 Posted by Richard H. Gump... on 14 Jul, 2018 04:35 AM
No, I want the Date to be the date I wrote the check. I want the
Posting Date to be the date the check was posted at my bank.
Similarly, for credit card transactions, the Date should be the date I
charged the item. The Posting Date should be the date the charge was
posted at my bank.
Three dates are really needed: Date (Transaction date). Posting Date,
and Tax Date.
Rick
3 Posted by -Kevin N. on 14 Jul, 2018 01:58 PM
Hi Rick / moneydance,
OK, well now you are changing the question in your OP from - does MD support a posting date - to - does MD support 3 different dates.
TBH, I haven't seen a huge calling for this provision on these forums. Thus it likely will not garner much attention from the developers.
I think that you would be best served by using the Date field for the date that you wrote the check or charged the item and make a notation in the Memo field as to the posting date.
-Kevin N. (not a member of MD support)
System closed this discussion on 13 Oct, 2018 02:00 PM.