or Create a profile
General Questions →
18 Sep, 2018 03:36 PM
I have a small issue which I can't seem to rectify and would like some help. I am trying to move Moneydance to a new PC and have successfully moved the datafiles, however on my old PC the Summary page displayed any future transactions recorded in an account as a balance which included the future transaction.
On the new PC the Summary page on shows the balance as at todays date and omits the future transaction.
How can I display the future credit / debit transaction as per the old PC?
on 18 Sep, 2018 05:00 PM
Two things come to mind...
1) Click the small, double-facing, up & down arrow that precedes the currently displayed balance type. See screenshot SP_Balance.jpg
Change it so that the balance type selected is 'Balance'.
2) From the Moneydance menu bar, go to File > Preferences > General Tab.
Set the 'Side Bar Balance Type' to 'Balance'.
HTH -Kevin N. (not a member of MD support)
on 18 Sep, 2018 05:46 PM
Thanks for pointers. All sorted now
on 18 Sep, 2018 05:56 PM
You're welcome. Glad to be of help.
Thank you for reporting back with your results.
-Kevin N. (not a member of MD support)
Formatting help /
(switch to plain text)
(switch to Markdown)
You can attach files up to 10MB
If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.
A conversation has been started with the Infinite Kind staff to resolve this discussion.
This discussion is private.
Only you and Infinite Kind support staff can see and reply to it.
This discussion is public. Everyone can see and reply to it.
You can use Command ⌘ instead of Control ^ on Mac
Powered by Tender™.