Daily transaction order
Hi
I see this has been raised before. I have asked about it and I
also found another query about it, where a trac ticket had been
raised but the issue dismissed as unnecessary. I think in that case
it was actually suggesting dragging transactions to change the
order.
My issue is with transactions being ordered as they are applied to
an account, so that Moneydance might show a debit before any
credit. This may be chronologically correct but it's apparently not
how banks work, in that for each day they apply credits before
debits, i.e. a day is treated as a time-slot, not an actual
sequence of events.
Even if MD chooses not to sort transactions in this CR/DB way, it would be very helpful and convenient, if it allowed the user to sequence the transactions in the order they require rather than deciding for you.
Cheers
Andy C
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1 Posted by Ben Spencer on 03 Jul, 2010 02:59 PM
HI Andy
If you right click on the register and select Sort By->Date/Amount. Moneydance will put the credits before the debits on a particular day.
Ben Spencer
Moneydance Support
2 Posted by incoming on 03 Jul, 2010 03:58 PM
On Sat, 3 Jul 2010 08:03:53 -0700, you wrote:
Hi Ben
Well that's a good start, thanks a lot. Now, how do I make it a permanent
setting, because that's how I'd like it to behave all the time.
Cheers Andy
3 Posted by Ben Spencer on 03 Jul, 2010 04:00 PM
If you save your data file the setting should also save.
Ben Spencer
4 Posted by misc on 03 Jul, 2010 04:09 PM
I tried that and the setting's not saved.
I have it on both an old Windows PC and on a LInux box and it doesn't save it on either, but the Linux one may be a file ownership issue.
Am I alone ?
Andy
5 Posted by Ben Spencer on 03 Jul, 2010 05:37 PM
It definitely saves on both my windows and linux test machines.
Make sure that you are running build 751. To see the build number select Help->About Moneydance.
It might be that your permissions are set up incorrectly on your windows user account folder. You must have read and write access to the folder C:\documents and settings\your-account-name\
Sincerely
Ben Spencer
6 Posted by misc on 03 Jul, 2010 06:39 PM
Thanks a lot for hte confirmation.
I don't know what I did with the Centos PC because as you say it's saving the setting OK and works fine for me now.
As for the very old Windows one, I only ran it as a backup. That didn't save it, but I have been gradually decommisioning it anyway, so this is one more step towards the scrap heap.
Thanks for your help. Much appreciated.
Andy
Ben Spencer closed this discussion on 03 Jul, 2010 06:42 PM.