Add a field for recipient
Your software looks really good, but one thing is getting to me: There is no way separate field for recipient. As I pay with a bank card, that is more relevant and informative to me than the check #, and having that field would allow for some other nifty features, like having all payments to Jane's Fine Dining be in the Dining category.
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1 Posted by Noname on 21 Nov, 2010 02:01 PM
Not sure I understand exactly but doesn't the Description field meet your needs? If your description has the name Jane's Fine Dining and then you select the category Personal:Dining would that give you the desired result? You could then create reports (i.e. Search) to see what you spent for Jane's Fine Dining. Another way to add more information about an entry would be to create a Tag (second line under the Category heading in the register). Tags allow you organize transactions by adding another level of detail to further define and group your transactions. You can run many reports to "Filter by Tag."
Go to Tools → Edit Transaction Tags menu to open the Edit List. Click the “+” at the bottom left of the dialog box to generate a new line. Type in any designation you like, hit Enter on your keyboard and then the OK button. Now you can use the Tag in any transaction.
2 Posted by Angie Rauscher on 23 Nov, 2010 12:48 PM
Lynoure,
Jbnyt's suggestions are all great. There is also a distinct "memo" field which permits more tracking information to be entered. Good luck, and please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Check out our new blog series, Moneydance on the Road.
Angie Rauscher closed this discussion on 23 Nov, 2010 12:48 PM.