Entering new transactions - Suggestions

Jorge Hidalgo's Avatar

Jorge Hidalgo

18 Mar, 2011 04:26 AM

I have been using MD for a while and after several years being a Quicken-ite, I can tell you am very pleased with the program. I'd like to ask / suggest on a couple of topics as I see some room for improvement:

1) When entering a new transaction and choosing the date, is there a way to highlight the current day as a reference? Sometimes I mistakenly record another date and this highlight (yellow background box ?) would be very helpful.

2) iIs there a way to setup the transactions so either the new one is at the top of the screen or the "new transaction" button is at the bottom? It's cumbersome to move up/down for every txn if am enteting several at once.

3) Why is it that my cash account (i.e. "wallet") is not listed at the acct list on the left column ? If I have/need/want to enter txns in it, I always need to go to the home screen and click on it there vs the other accts I can reach/see on the left column.

Your attention to this issues/details will be higjly appreciated.

Kind regards
Mexico City
Sent from my iPhone

  1. 1 Posted by -Kevin N. on 18 Mar, 2011 03:07 PM

    -Kevin N.'s Avatar

    Hi Jorge,
    1) If I understand you correctly, you'ld like to see the current date highlighted on the pop-up calendar that appears when you click in a date field. Although it's very difficult to see, the currently chosen date IS actually highlighted in black and I agree with you that a yellow highlight for Today's date would be useful. Having said that, the easiest way to enter todays date in a date field is to type the letter 'T' when the date field is highlighted. You can also use the (+) or (-) keys to scroll through the date.
    2) Again I agree with you that the placement of the New Transaction button in conjuction to where it is entered in the register should be closer. The best way to alleviate this is to use the keyboard shortcut for a new txn. Ctrl-N for Windows or Cmd-N for Macs.
    3) To add an account to the sidebar, use the (+) sign at the bottom of the side bar.
    HTH -Kevin N.

  2. 2 Posted by Tom Freeman on 22 Mar, 2011 03:59 PM

    Tom Freeman's Avatar


    I have put in a suggestion ticket for the high-lighted date in the pop-up calendar.

    You can also change the register to sort by descending date by clicking the date field label. this will put the more recent transactions at the top of the register.


  3. 3 Posted by Jorge Hidalgo on 22 Mar, 2011 05:11 PM

    Jorge Hidalgo's Avatar

    On the tkt, apreciate it. Seems a little simple improvement but truly helpful

    On the transactions, I do sort them by date or clearance status, still when entering a new one (of several) button is on top right, nrw txn starts on low left.

    Sent from my iPhone

  4. System closed this discussion on 31 Mar, 2015 03:35 PM.

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