suggestions

chris reynolds's Avatar

chris reynolds

13 Sep, 2010 07:49 PM

Having used Moneydance for a couple of months now and probably because I am a UK user so don't have automatic connection to my banks, a couple of suggestions :

when merging downloaded transactions, would it be possible to update the date of the transaction to the date registered by the bank - i.e when it was cleared?

When entering a new transaction can we just enter day and month letting the program pick up the year. I have made a number of transactions for 2014!

  1. 1 Posted by -Kevin N. on 13 Sep, 2010 08:23 PM

    -Kevin N.'s Avatar

    Hi chris,

    There is an existing thread on the bank transaction date issue. You can add your vote for it by posting to the thread:
    http://help.infinitekind.com/discussions/problems/1350-problem-reco...

    For entering a date, when in the date field, try hitting the letter 't' key.. It'll automatically enter today's date.

    HTH -Kevin N.

  2. 2 Posted by Angie Rauscher on 13 Sep, 2010 09:58 PM

    Angie Rauscher's Avatar

    Chris,

    Kevin's advice is entirely correct. When entering dates, I personally hit "t" to make sure the date is today's date, and then navigate forward or back (tomorrow or yesterday) using the + and - keys.

    Thanks for your input, and please do let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  3. System closed this discussion on 31 Mar, 2015 03:31 PM.

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