Category / Account Management - Show Currency in List & Allow Drag And Drop within tree, allow filtering on Parent

Confused Banker's Avatar

Confused Banker

06 Sep, 2021 03:18 AM

When creating categories it is clear that the data model for MD is quite restrictive in that the Currency is attached to the Account as opposed to the Transaction.

This means that the Category "Bank Interest" requires that you have multiple sub Categories if you have bank accounts in multiple currencies.

This is fine(ish) except that it if you want to create a parent Bank Interest category/account and place the others underneath that thus:

Bank Interest
Bank Interest:AUD
Bank Interest:GBP

then you have a number of UX hurdles.

The Category List does not show the Currency for the Category in the list window
Modifying a category requires multiple steps - open the category, select the parent drop down (not filterable) scroll through the list of options

This would be easier to use via drag and drop

  1. Support Staff 1 Posted by Maddy on 06 Sep, 2021 09:27 AM

    Maddy's Avatar

    Thanks for the suggestion for improving Moneydance! I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  2. System closed this discussion on 06 Dec, 2021 09:30 AM.

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