Deposit items in register

Mark Jeffery's Avatar

Mark Jeffery

04 Jun, 2018 08:03 AM

Hi there, is it possible to set Moneydance so that any deposits automatically (or manually) show as the first transaction of the day. At the moment, I only see them in the order when entered. I'd like deposits/credits to show at the beginning of the day i.e as the first transaction.

Many Thanks

Mark

  1. 1 Posted by quotient on 04 Jun, 2018 12:10 PM

    quotient's Avatar

    I'm just a user.

    Next to the word "Balance" is a small vertical button that when clicked brings forth a menu. One that menu, third from the bottom, is a choice "Sort By". Click sort by "Date/Amount". Next down in the menu is "Ascending"; click on that so that a check mark appears next to it. That should make deposits on a date appear first.

  2. 2 Posted by -Kevin N. on 04 Jun, 2018 12:17 PM

    -Kevin N.'s Avatar

    Hi Mark,

    Just to add to quotient's reply...

    Along with the use of the button that was mentioned, you can also right-click (CTRL-click for Mac) any transaction in the register.
    From the resulting context menu, select Sort By > Date/Amount.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by jeff on 04 Jun, 2018 01:30 PM

    jeff's Avatar

    Hi Guys,

    Thanks for the above, that is one gem of a tip that had passed me by. It deserves wider publicity.

    I've just checked & you can't even do that in Quicken or Microsoft Money.

    The number of times I've fudged the date so as not to appear in the red are numerous. But no more. This is not clear at all in any of the helpfiles that I could find.

    Jeff (another user)

  4. 4 Posted by -Kevin N. on 04 Jun, 2018 03:08 PM

    -Kevin N.'s Avatar

    Hi All,

    There's two Moneydance KB articles on the sorting.
    http://help.infinitekind.com/kb/register-and-transactions/context-m...
    http://help.infinitekind.com/kb/register-and-transactions/sort-and-...

    -Kevin N. (not a member of MD support)

  5. 5 Posted by jeff on 04 Jun, 2018 03:32 PM

    jeff's Avatar

    Hi Kevin,
    I read those too... but nowhere does it answer Mark's original question about making Deposits appear before Debits on any given day.

    That's why I think it's a hidden gem !

    Date/Amount implies Large before Small not In before Out

    Jeff

  6. 6 Posted by -Kevin N. on 04 Jun, 2018 05:02 PM

    -Kevin N.'s Avatar

    Hi Jeff,

    Not to beat a dead horse but...

    A positive value (a Deposit) is always a larger value than a negative value (a Debit).
    Hence, Large = In & Small = Out

    Agreed though, it's still a gem. :)

    -Kevin N. (not a member of MD support)

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