order of deposits and withdrawls

r.j.rizzuto's Avatar


12 Dec, 2018 02:30 AM

I would love to have an option to show deposits before withdrawls. I normally schedule online payments for payday, and it seems the order is the other way around, which shows me as being overdrawn, when I am in fact not overdrawn.

  1. 1 Posted by mhoggie on 12 Dec, 2018 02:55 AM

    mhoggie's Avatar

    just a user, I think MD just plugs them in as received from the download. If I want to reverse a sequence for a certain day, I just duplicate the transaction which will use the same date, but add to the end, then delete the old one.

  2. 2 Posted by -Kevin N. on 12 Dec, 2018 02:57 AM

    -Kevin N.'s Avatar

    Hi r.j.rizzuto,

    Try this...

    Right-click (CTRL-click for Mac) any transaction in the register.
    From the resulting context menu, select 'Sort by' > 'Date / Amount'

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

  3. 3 Posted by r.j.rizzuto on 12 Dec, 2018 03:36 AM

    r.j.rizzuto's Avatar

    Sort by Date/Amount worked, but I wish I could set it globally, and not need to apply it to every account

  4. 4 Posted by jeff on 18 Dec, 2018 03:14 PM

    jeff's Avatar

    The ability to sort by Date / Amount etc, is a real Hidden Gem that needs more publicity.

    It’s one of the great features of MoneyDance that can be so easily overlooked by reviewers of software.

    As far as I am aware, it’s not in Quicken or Microsoft Money, or in the other myriad of lesser known personal finance software.

    You don’t even need to set it in every account, if you set it in one Bank or Credit Card, all the others accounts in that section are set.

    That’s why for me, MD is best of breed.

    Jeff – fellow user

  5. System closed this discussion on 19 Mar, 2019 03:20 PM.

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