move transaction and unknown button

Tracy Francis's Avatar

Tracy Francis

13 Jan, 2018 11:00 PM

HI - if I enter a transaction in one bank account (business) and realise I shound have entered into 'cash' account, is there any way to 'move transaction' from one to another like I could in Quicken?

Secondly, there is a square icon next to the 'new transaction' button on the top right of the bar - what does this do?

  1. Support Staff 1 Posted by Ethan on 13 Jan, 2018 11:32 PM

    Ethan's Avatar

    Hello,

    Right-click on the transaction(s) you want to move, select Batch Change -> Account, and select the correct account.

    The icon is to toggle the split register view. Clicking on it will separate out your unconfirmed transactions (if any) into the lower half of your register. Clicking on it again will display everything in one register window.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  2. 2 Posted by Tracy Francis on 14 Jan, 2018 12:25 AM

    Tracy Francis's Avatar

    Many thanks Ethan, that’s great!

  3. Ethan closed this discussion on 14 Jan, 2018 01:53 AM.

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