Improved Batch Edit

Hans N.'s Avatar

Hans N.

01 May, 2009 01:59 AM

Something I'd like to see is an improved Batch Change. Being able to Batch Change a Split Category would be very useful. Also being able to Batch Change Securities, for Investment accounts.

I almost thought a Find & Replace feature would be handy, but with a Batch Change feature already in place, it seems like an advanced Batch Change could be a more powerful tool.

  1. 1 Posted by Ben Spencer on 02 May, 2009 06:53 PM

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    Hi Hans

    I thanks for the suggestion. I could see a more powerful batch change being very useful.

    By posting your suggestion here it will be reviewed and considered in the next iteration of the Moneydance development cycle.

    Sincerely, Ben Spencer

  2. Ben Spencer closed this discussion on 02 May, 2009 06:53 PM.

  3. jp re-opened this discussion on 13 May, 2009 01:07 AM

  4. 2 Posted by jp on 13 May, 2009 01:07 AM

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    Great suggestion. I would also love to be able to batch change the other side of a transaction.

  5. 3 Posted by Vger on 13 May, 2009 01:30 AM

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    I concur with this strongly. One of MoneyDance's really strong design features is the pervasive use of double-entry accounting and hence the ability to peruse income and expense categories as accounts. One workflow which is ALMOST possible, but not yet complete is this:

    1) Find a transaction with a category of interest
    2) Go to "other side" of this transaction to pull up the income or expense category
    3) Filter that account using the really cool instantaneous search field at the top of the register, to isolate the subset of transactions you want to alter
    4) [This is the part you cannot do now] Batch change the filtered transactions to put them in another category.

  6. 4 Posted by briangideon on 29 May, 2009 07:57 PM

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    I agree. In fact, the absence of this feature is a show stopper for me right now. I recategorize my transactions all the time. Another possibility is to allow the category editor to move transactions from one category to another. Or, if you delete a category it should give you the option to assign a different category to the existing transactions. If you could just get one of these use cases in the next version I would start using Moneydance. I'm just itching to move away from Microsoft Money.

  7. 5 Posted by Ben Spencer on 30 May, 2009 06:17 PM

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    HI All

    While it is not everything for everyone there is a 3rd party find and replace extension available for free that provides many of the batch change options you are talking about.

    Here is the link to download and installation instructions: http://www.mennesoft.com/findandreplace/index.html

    Sincerely

    Ben Spencer

  8. 6 Posted by Vger on 30 May, 2009 09:43 PM

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    If MoneyDance is going to recommend this extension, it seems it would
    be best if it is evaluated and "signed" so we can feel more confident
    in using it.

    Thanks,

    Vincent Argiro

  9. 7 Posted by briangideon on 01 Jun, 2009 01:39 PM

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    That extension is very useful. Another possibility that would require minimal software development time is to allow the batch change account combobox to list expense and income accounts. Then you could just navigate to the category account you want to change and move all transactions that way. That's a more limited use case than what the OP was talking about, but even the little stuff can add up eventually.

  10. 8 Posted by Ben Spencer on 01 Jun, 2009 05:20 PM

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    Vger

    The writer of the "Find and replace" extension is Kevin Menningen and he has recently been hired as a Moneydance employee and the extension will soon be signed.

    Ben

  11. 9 Posted by jp on 09 Mar, 2011 01:50 AM

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    Any luck on the batch edit functionality? I would be really helpful to be able to change the categories of several different transactions at once.

    This find replace extension would be a valuable tool in gathering transactions that a user would like to change all at once...

  12. 10 Posted by Noname on 09 Mar, 2011 01:58 AM

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    A new build of the Find and Replace extension was released in Feb. It's quite good. You can download it through the Extensions menu by selecting Add and selecting From the Internet. I believe the extension is now build 72.

  13. 11 Posted by Angie Rauscher on 09 Mar, 2011 07:51 PM

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    JP,

    It's currently possible to change the category of several transactions at once using the Batch Change function. You can find more details on using this function in the Moneydance 2010 help documentation, which is located here.

    The Find and Replace extension is also an excellent tool. Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  14. 12 Posted by jp on 12 Mar, 2011 03:14 PM

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    Angie-

    Thank you for your response. I read through the appropriate part of the help manual and came across the following:
    "Please note- changing the Category of a transaction changes the information which is currently in the Category field of the transaction. Changing the Account of the transactions will move them out of the current account (or category) register into a different account (or category) register."

    The above statement exactly describes my problem. I'm constantly trying to re-organize my categories to make them simpler. (Part of the necessity of these changes is that MD makes me type the category and sub-category each time, but that's another post).

    As a result, I often click on a category from my category list and want to move several transactions into a different category. Without the ability to batch change the category on the OTHER side, I have to make each of these changes manually. This is both time-consuming and frustrating.

  15. 13 Posted by Ben Spencer on 12 Mar, 2011 03:45 PM

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    You can change the category when you are on the other side you just have to be careful because everything is in reverse because of your perspective.

    For example say you have an expense category called "Misc Exp". When you are in the checking register and you enter a transaction categorized as "Misc Exp" the Account is the Checking account and the category is the "Misc Exp". However if you go into the register for "Misc Exp" the reverse is true. The Account is now "Misc Exp" and the category is Checking. So if you wanted to change the transaction from "Misc Exp" to "Personal Exp" while you are in the "Misc Exp" register you would select the transaciton in the "Misc Exp" register and select BatchChange->Account (that is not a typo). And then select "Personal Exp" as the new account.

    Generally speaking I do not recommend that people edit transactions from their income and expense registers directly.

    Sincerely
    Ben Spencer
    Moneydance Support

  16. 14 Posted by jp on 13 Mar, 2011 06:39 PM

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    Ben-

    Thank you! I never would have thought to try that, and it is EXACTLY what I needed! I understand your caution, and MD also has a good caution popup, but for updating my categories that will be invaluable. Thank you.

  17. 15 Posted by Angie Rauscher on 31 Mar, 2011 12:14 AM

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    JP,

    I'm glad this helps, and good luck simplifying your categories. I too try to do this, but invariably end up complicating them! Thanks for using Moneydance, and please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  18. Angie Rauscher closed this discussion on 31 Mar, 2011 12:14 AM.

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