Split Category Details
You've got this really cool function where hovering the mouse pointer over a day in the calender that has reminders set, a pop up appears that list the reminders for that day. Now what would be really cool and time saving would be a similar function when the mouse pointer hovers over the Splits on a Transaction register line item. So on a transaction that has say - 9 splits - hovering over - 9 splits - would show a pop up that list the actual catagory and amount being posted.
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1 Posted by RJron on Oct 02, 2020 @ 07:24 PM
+1
2 Posted by tonyt on Oct 02, 2020 @ 07:35 PM
+1k!
3 Posted by Stuart Beesley ... on Oct 03, 2020 @ 09:17 PM
On a Mac, if you hold down the alt/option key and hover on a txn, then it does exactly this? Not sure what the equivalent windows key is tho’
4 Posted by dwg on Oct 03, 2020 @ 09:21 PM
It should be Alt on windows.
If I salect a transaction then hit the Alt key the split shows.
5 Posted by dwg on Oct 03, 2020 @ 09:22 PM
Hovering and pressing ALT appears to have the same effect.
6 Posted by Bagsy on Oct 04, 2020 @ 07:57 AM
Brilliant. Thank you both. However the most splits it can show is 19 and one of my monthly transactions has 32, but that's just one amongst many so no big deal, still it's a step in the right direction.
I searched KB for this but came up with nothing so how do you guys know about it?
7 Posted by dwg on Oct 04, 2020 @ 08:28 AM
I follow the forums, new versions of the software, and also do some Beta testing. I keep my own notes on Moneydance usage.
8 Posted by RJron on Oct 04, 2020 @ 08:30 AM
same here. Had no idea about this feature.
Another problem has been with dual screen/monitor. If you have 2 x screens
- try this out..
Tools->Reports. Select any report ( eg Income & Expenses ). Click on SELECT
to make a selection of accounts. The screen suddenly pans beyond your
screen ? Perhaps this happens also with single monitor - i have not tried.
No matter what you do - you cannot limit it to one screen. There are
numerous others...
Displaying nested accounts with their full path is another. Report tables
cannot accomodate them. No way to switch the path-view off.
Some requests for features have not been looked at for years. Search in a/c
names, search in reminders etc.
Are there hidden options for all these also ?
9 Posted by Stuart Beesley ... on Oct 04, 2020 @ 11:09 AM
Years of experience and playing around.
Regards Stuart
On 4 Oct 2020, at 08:57, Bagsy <[email blocked]> wrote:
10 Posted by jeff_l on Oct 04, 2020 @ 11:43 AM
Hi roneydxb
Regarding search in reminders…..
Stuart’s being too modest here, he contributed a great python script which allows you to save all the details of your reminders to a csv file
I’ll let him provide the latest vers, I have v3 & although I have only used it occasionally it has helped me sort out my auto commit dates.
Thanks for all your python scripts Stuart
11 Posted by RJron on Oct 04, 2020 @ 11:56 AM
Hi Jeff, Stuart,
I guess I missed that message somehow. I've just subscribed to these
messages recently. Would appreciate if you could kindly resend.
I have myself been using moneydance since 2012 or thereabouts and I am very
keen to see this get to the top of the list in personal finance software.
And on that note - its good to see the support from fellow users. Thanks in
advance once again - especially Stuart - Id be very keen to see more of
these. I cant help say - I love the software.. but there is a lot more to
be done
Please do resend that email/script. Thanks again.
12 Posted by Stuart Beesley ... on Oct 04, 2020 @ 12:20 PM
Reminders extract still at version 3 - tho' I have plans... Attached. I also have scripts for showing total of stock/fund qtys across accounts and I am working on a UK cost basis report. I am happy to consider writing any particular scripts - depending on what it is....
13 Posted by Stuart Beesley ... on Nov 06, 2020 @ 09:49 AM
Hi, updated script v4a. Now displays the reminders and allows edits, then writing the file....
14 Posted by tonyt on Nov 07, 2020 @ 12:51 PM
Hi Stuart
Never used a script before but need to look at all my reminders on paper. Can you give me some pointers?
Much appreciated
tonyt
15 Posted by Stuart Beesley ... on Nov 07, 2020 @ 01:09 PM
Save the script to your local computer
Run Moneydance
Menu>Window>Show Moneybot Console
Click Open Script
Choose the script you saved
Click RUN
If on a Mac and you get two silly messages that say something like ““jffi14245415351618718681.dylib” cannot be opened because the developer cannot be verified.” - just click Bin or Cancel - they are irrelevant and nothing to do with the script
The script should run
Good luck!!
16 Posted by tonyt on Nov 07, 2020 @ 05:26 PM
Hi Stuart
Thanks for swift response, and with a little fiddling, success first time. MANY thanks! Did I read somewhere here you were working on a report generator? If so, any progress / news? Hope so.
Best wishes
tonyt
17 Posted by Stuart Beesley ... on Nov 07, 2020 @ 05:27 PM
Great
Not me on the Report Generator - That’s Mike Bray…
(But if there is a useful script / extract that I can write - let me know?)
Melissa closed this discussion on Jan 28, 2021 @ 09:18 PM.