How do I sort data by transaction date or date order entered?

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marcialinton

10 May, 2009 03:24 PM

How do I sort data by transaction date or date order entered?

  1. 1 Posted by Ben Spencer on 10 May, 2009 03:34 PM

    Ben Spencer's Avatar

    Hi

    In the transaction register click in the word "Date" in the grey column header above the column of dates. A small black triangle will appear in that column header. Clicking the column header again changes whether the triangle points up or down and sorts the transactions by that column. When the triangle points up the newest transaction is first and when down the oldest transactions is first.

    Sincerely

    Ben Spencer

  2. Ben Spencer closed this discussion on 10 May, 2009 03:34 PM.

  3. marcialinton re-opened this discussion on 10 May, 2009 11:39 PM

  4. 2 Posted by marcialinton on 10 May, 2009 11:39 PM

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    Thank you. Is it possible to sort by date order entered? When I do
    what you suggest, it sorts by date of transaction.

  5. 3 Posted by Ben Spencer on 11 May, 2009 05:53 PM

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    Hi

    Moneydance does store the date a transaction was entered. You can see this by right clicking on a transaction and selecting "Show Transaction Details". Near the top of the XML is a DTENTERED tag. However the program does not include a feature to display this information in the transaction register nor does it have a feature to sort by this field.

    I'm sorry if that is inconvenient.

    Sincerely

    Ben Spencer

  6. Ben Spencer closed this discussion on 11 May, 2009 05:53 PM.

  7. marcialinton re-opened this discussion on 11 May, 2009 11:01 PM

  8. 4 Posted by marcialinton on 11 May, 2009 11:01 PM

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    It would be a great thing to add. It makes it a lot easier to
    discover data entry errors. Thanks for your response!

  9. 5 Posted by Vger on 13 May, 2009 01:34 AM

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    I concur with this suggestion. It is not something you would do every day, but it is a great "debugging" tool, as marcialinton states.

  10. 6 Posted by Ben Spencer on 13 May, 2009 07:27 PM

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    I'm terribly sorry for the misinformation. It is absolutely possible to sort transaction by the date entered. It is accomplished in a different way than sorting by data as the date entered is not displayed in a column in the transaction register.

    Select the transactions you want to sort. (To select multiple transactions select the first one then press shift when you select the last one).

    Right click on one of the select transaction and select "Sort By"->"Date Entered"

    Sincerely

    Ben Spencer

  11. 7 Posted by marcialinton on 13 May, 2009 10:23 PM

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    It worked! Thanks for the suggestion!

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