Show manually-entered transactions in "Unconfirmed" view

K. Roth's Avatar

K. Roth

25 May, 2022 01:25 AM

Coming from Quicken, I frequently use their "Uncleared" filter option to see transactions that are hand-entered. As I review downloaded transactions and match them up, they disappear from view. When I'm done reviewing downloaded transactions, any manual entries that remain are either too new (haven't cleared the bank yet) or got entered incorrectly somehow, so it's a nice view to verify data quality.

The closest I can find in MD appears to be the same-named "Uncleared" filter, but since MD used Cleared the same as Quicken uses Reconciled, it's not quite the same. This view shows confirmed and manually-entered transactions. Whereas, MD's "Unconfirmed" view hides the manual entries.

Would you consider adding an option to show the Manual Entries within the 'Unconfirmed' filter in MD? Or an option to hide the Confirmed entries in the 'Uncleared' filter? Or, though there doesn't seem to be much room left on the filtering bar, perhaps a new option altogether?

Thanks!

  1. Support Staff 1 Posted by Maddy on 25 May, 2022 10:17 AM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    Please check the following:

    The filter at the top of the register should be set to "All".

    Are you in split register or combined mode?

    There is a button that toggles between "split" and "combined mode" in the top-right corner of the register, next to New Transaction.

    If this is in "split mode" then all unconfirmed transactions will be shown in a second register which appears below the regular register.

    This can sometimes be collapsed, so that all it shows is a bar with a label that says "N unconfirmed transactions". If you see that bar, drag it up vertically and you'll see the unconfirmed transactions in that list.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by K. Roth on 25 May, 2022 10:45 AM

    K. Roth's Avatar

    In response to your queries: the filter at top is set to All. I'm using Split register and it's not hidden.

    To be clear though, I am looking for a quick-filter that doesn't seem to exist. Hoping you can either point me toward something equivalent (if there is something), or log a feature request if not. I'm looking for a way to hide the "Confirmed" and the "Cleared" transactions from the top-pane, leaving only the manually-entered and UnCleared transactions visible (and the UnConfirmed ones too, if someone was using the combined mode register).

    The closest option I can find is your "Unconfirmed" filter, but that one hides the manually-entered and uncleared transactions. (put another way, the "Unconfirmed" filter button seems to hide *everything* in the top pane when using the "split" mode, which isn't particularly useful...

  3. Support Staff 3 Posted by Ethan on 28 May, 2022 08:58 PM

    Ethan's Avatar

    I don't think there's a way this can be currently done in an un-split Moneydance register. I also don't think we will make it so that manually entered transactions show up as or in unconfirmed, since that's not what confirming a transaction is. Or we'd need to change things so that one would need to confirm manually entered transactions after entering them, which I imagine would upset almost everyone.

    I think the best alternative I could suggest would be to activate the "Mark Transactions as Cleared When Confirmed" option in Preferences -> Network. When you confirm a downloaded transaction, this will also mark that transaction as cleared (aka reconciled), which means it won't appear in the Uncleared filter. The downside to this approach is you wouldn't really be able to use the reconciliation function, since you're clearing transactions as you enter them.

    Ethan
    Infinite Kind Support

  4. 4 Posted by K. Roth on 28 May, 2022 09:49 PM

    K. Roth's Avatar

    Thanks Ethan. Unfortunately for me, I still value the ability to reconcile monthly, so using the option to "Mark as Cleared when Confirmed" won't do. I agree that having to confirm manual entries would not be desired by anyone.

    Allow me to try one more time to encourage the "unconfirmed" button to stop hiding manual entries -- specifically in the case where I'm using the split-view register. As you know, in split-view the unconfirmed downloads show in the bottom pane; so the "unconfirmed" button actually ends up hiding ALL transactions in the top pane. Remember too that moneydance offers the option to "Merge" a downloaded transaction with a manually entered transaction.

    What I'm looking for is the easiest way to view unconfirmed downloaded transactions alongside manually entered transactions, so I can see what I'm doing when I choose to merge something.

    It would be great if you could log an enhancement request for Sean to consider letting manual entries stay visible in the specific case where I'm using split-view and I click the "Unconfirmed" button. If need be, think of "Unconfirmed" as meaning "hide confirmed transactions", rather than "show only unconfirmed downloads".

    (Have you all ever considered letting users vote on suggestions? I'd be curious to see how many users would agree with this ask...)

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

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