MULTIPLE PROBLEMS WITH MONEYDANCE

JERRY MCGEE's Avatar

JERRY MCGEE

18 Sep, 2018 04:00 PM

FYI, I originally contacted IK for help, posted my info regarding my problem & received an initial response which had an ORANGE BAR across the top and stated it was from IK. Also that someone would respond shortly. OK, I waited 24 hours and still no response. I can appreciate that you are a volunteer. For your benefit I will restate my issues, which still exist and continue to occur. NOT SURE where I will locate HELP/SHOW CONSOLE. My files are on my computer within the MONEYDANCE file/system.

I returned home from vacation to post entries to my checking & the following issues/actions occured;

- OLD entries were not in date order nor would NEW entries post in date order. They posted/showed at this time but when I exited the program & re-entered later, they had disappeared. This applies to ALL my accounts. NOR does my account history per account show more than a months activity ALL the time. It will flucuate………

ENDING BALANCES of accounts are totally in error. Like most folks that use this system I heavily rely on it. I would appreciate any help in resolving this issue or find something else that works.

I have been seeking assistance from you since Saturday. Can someone from the support group at IK contact me regarding this? 714.244.5545

  1. 1 Posted by -Kevin N. on 18 Sep, 2018 04:48 PM

    -Kevin N.'s Avatar

    Hi Jerry,

    It sounds like your account register is not sorted by Date.

    Take a look at the attached screenshot. Date_Column.jpg
    Pay particular attention to the small triangle next to the word 'Date' in the header row.
    That triangle denotes which column the register is sorted by.

    Click on the word 'Date' in the header row. Doing so will ensure that your register is sorted by date. Click it again to toggle between ascending order or descending order.

    Also, per the screenshot, make sure that the 'All' filter is applied to the register by clicking on it.

    To display your Console window, from the Moneydance menu bar, go to Help > Console Window. See screenshot. Help_Console.jpg

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

  2. 2 Posted by Jerry McGee on 18 Sep, 2018 05:04 PM

    Jerry McGee's Avatar

    THX Kevin………did all that but no resolve. Entries still disappeared that were just entered. Actually that was my first effort to resolve then problems multiplied. Another user suggested same thing earlier. Not a real savvy PC guy. Know enuff to be dangerous. Just frustrated there is nobody from IK that can talk to or get walked thru this stuff. Got the help window ok but how do I get a screen shot posted to my form & which one do I copy?

    thxn

    Jer

  3. 3 Posted by -Kevin N. on 18 Sep, 2018 05:27 PM

    -Kevin N.'s Avatar

    Hi Jerry,

    To post your Console window...

    From the Moneydance menu bar, go to Help > Console Window.
    In the resulting Console window, read down to the entry that starts with the words 'loading dataset: C:\ ...'
    The '...' above represents the path to your data file.
    Highlight all of the text from the line that starts with 'loading dataset: C:\ ...' up to the top line so that it resembles the attached screenshot. Console_Window.jpg

    At this point use key-combo CTRL-C to Copy the highlighted text.
    You can then Paste the copied text into your next post. You can use key-combo CTRL-V to Paste the text.

    Hopefully the text of the Console window will reveal some insight into this anomaly.

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

  4. 4 Posted by sth on 19 Sep, 2018 01:27 AM

    sth's Avatar

    Jerry, the comments weren't working last night...

    Even though I also started on the ASR33 teletype in the 60s and 70s I have moved on and caps does indicate that you are being overly emphatic. It just makes it hard to read and we have moved on to a full character set and proportionally spaced typography.

    A couple of things. When the -> arrow is used it means Menu item -> Selection. So I meant use the Help menu item and select the "Console Window" option. This will give a host of information. I was trying to get to what OS and what version of MD you are using since things are different for the different systems.

    Give more information about what kind of account you are having trouble sorting? If it is a checking account right click (or on the Mac control-Click) on the date column and select the "Sort" item, then the sub menu and select Date/Check# as an option. If it is a credit card account just select Date. (this is why it helps to give more info about the exact problem).

    Check that you do not have the "Last 30 days" option for the filter at the tab bar at the top of the register. See the picture in the following reference. Also check that you do not have the "split window" checked since this can make it appear that the items are not sorted and not displayed.

    See the nice picture explaining this problem by Kevin
    http://help.infinitekind.com/discussions/problems/46416-lost-data#c...

  5. 5 Posted by Jerry McGee on 20 Sep, 2018 02:32 AM

    Jerry McGee's Avatar

    STH,

    THANK YOU THANK YOU……..finally fixed. sth, the video you sent fixed the problem. Apparently I had inadvertently ‘clicked’ on the button next to the TRANSACTION one and put the system in a crazy/split screen mode. After viewing the video you linked me to I tried it and resolved my problems. THANK YOU……….I appreciate all your help. Please let the others know as well.

    jer

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