Batch change for other side of transaction
I often look at my categories and decide that I want to make a
change, but the process is very tedious because I cannot make a
batch change to the other side of a transaction.
For example let's say I want to break down my "Food" category
into 2 sub-categories: "Grocery" and "Restaurant." I pay for food
with several different accounts: cash, check, and credit. I can see
all food transactions by double clicking on the food category, but
I cannot change the category because the category shows the account
which was used, not "Food."
Right now I have to either: 1) click each transaction, show
other side, and change it manually, or 2) search for my food
category in a particular account and then use a batch change, and
repeat the process for each account.
I want to be able to select several transactions in my "Food" category and quickly split them into Grocery and Restaurant. Is there a way to do this? If not, can this feature be added? Quicken 04 Mac did not have this feature either, but it would be very helpful for cleaning up and organizing my transactions into categories.
Comments are currently closed for this discussion. You can start a new one.
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
1 Posted by Brian Adler on 09 Apr, 2009 01:57 PM
JP, You can go to the other side of a transaction and make batch changes there ie in your "Food" account. But on the other side you don't want to change the category of course, you want to change the account. And "restaurant" and "grocery" won't show up as choices for batch account changes. We will change that in a future release of Moneydance so that is possible. Thank you for the suggestion. In the meantime, it is in fact necessary to do the batch changes one account at a time.
Brian Adler closed this discussion on 09 Apr, 2009 01:57 PM.