Inconsistent UI Issues - Accounts v Category Drop Downs - Make them both type ahead fields

Confused Banker's Avatar

Confused Banker

06 Sep, 2021 03:07 AM

There are a number of inconsistencies in how the UI deals with Accounts and Categories (different type fo Account).

If you go to a bank account and select a number of transactions to Batch Edit and change the Categories then you get a nice type ahead field where you can filter the list.

If you go to an expense category and select a number of transactions to Batch Edit and change the Account then you will get a horrible fixed drop down list that does not allow type acceleration (i.e. type a letter and go to the first entry that has that letter) nor can you do in field filtering.

This is annoying and makes everything much more painful than it needs to be when you are migrating and you find that the source data model does not fit the target data model very well.

  1. Support Staff 1 Posted by Maddy on 06 Sep, 2021 10:13 AM

    Maddy's Avatar

    Thank you for contacting Moneydance support.

    This suggestion has been brought to the development team's attention before. I've attached a ticket to this discussion, so posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this thread when there are further developments on this topic.

    Thank you

    Maddy, Infinite Kind Support

  2. 2 Posted by RJron on 08 Sep, 2021 04:49 AM

    RJron's Avatar

    +1000 votes if it helps !

    This is lacking in several areas - such as:
    - Reminders,
    - Category edits ( as you mention )
    - Account list on summary page - left and middle columns
    - Reports and Memorised reports,
    - and others

    The odd thing is -- the feature exists and is active in transactions. When you create a transaction, typing up a few letters drills down to the actual name or category or account etc. But why is this restricted to just the transaction window beats me !

    Eg. Reminder transactions. these are pre-assigned to a specific account. But every so often, you need to make a payment from a different account. Imagine going through the never ending list of accounts and cards covering multiple banks and countries getting all cross eyed figuring out which one - just to make a simple account change to one transaction.

    This feature request needs to span to all other areas. You really need to start using moneydance for ALL your finances and adapt it to suit your needs like there is no other option ( eg making acounts and multiple sub accounts and categories etc ) to understand the need for these and several other features that have been requested for years.

  3. 3 Posted by tgilbert666 on 08 Sep, 2021 06:09 AM

    tgilbert666's Avatar

    +1 from me (or 1,000 if that is the vote currency!) :-)

    I'd add tags to the "and others"t, AND the ability (preference option) to constrain tags to only those previously/deliberately created rather than being forced to accept the addition of mis-speellings and tzypos and cAse iSsues to the tag list.

  4. 4 Posted by RJron on 08 Sep, 2021 06:43 AM

    RJron's Avatar

    haha.. love the 'currency' - now we need someone to bite :D

    Been trying to build some more 'notes' - started with reports that need
    changes.. but did not want to be seen like I'm hijacking the place with
    ultra long request for changes and/or features. Will continue to submit if
    there is interest from Moneydance. Waiting on atleast some of the requests
    being applied.

    On Wed, 8 Sept 2021 at 11:39, tgilbert666 <[email blocked]>

  5. System closed this discussion on 08 Dec, 2021 06:50 AM.

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