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How to make it easier

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Kerry Carroll

Feb 06, 2016 @ 02:54 PM

I love your product, but I have two suggestions to make MoneyDance Better.

When confirming transactions, I wish transactions that were already confirmed (e.g previously confirmed ATM Transactions that happen to have the same amount) were not included in the list of "merge"-able transactions.

In register view, I wish sorting by date (not by order entered) would sort credits before debits within the same date. This way, payments would not suggest a negative balance when recorded in advance of a deposit.

Please.

1. 1 Posted by -Kevin N. on Feb 06, 2016 @ 04:30 PM

   

   Hi Kerry,

   Regarding the sort order. If you select Sort By > Date / Amount, the register should behave as you described.

   HTH -Kevin N.

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2. 2 Posted by carrolky on Feb 06, 2016 @ 05:37 PM

   

   That does help. Wish there was a way to make that the default ;)

   ----- Original Message -----

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3. 3 Posted by JimRB on Apr 26, 2016 @ 11:43 AM

   

   This comment was split into a new private discussion: How to make it easier

   I've just downloaded the latest version and imported my Quicken data. It has duplicated hundreds of entries, so I am trying to sort the Register to find and remove them.

   Moneydance does NOT sort those in amount order. I have tried just amount, I have tried Date/Amount. The sort does NOT work.

   I read in a query from 2011 that this was because it sorts by the change in value, and many of these do not have a change in value for the final register balance; they are transfers between investment accounts. The response on that was that Ben created a bug ticket.
   http://help.infinitekind.com/discussions/problems/2217-divreinvest-or-buyxfer-inevstment-register-items-not-sorted-by-amount

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4. System closed this discussion on Jul 30, 2016 @ 03:50 AM.