View recorded transactions for a given account
Hello,
Is there any place where I can view the recorded transactions for a given account?
TIA
Comments are currently closed for this discussion. You can start a new one.
Hello,
Is there any place where I can view the recorded transactions for a given account?
TIA
Comments are currently closed for this discussion. You can start a new one.
2 Posted by -Kevin N. on 07 Aug, 2011 06:59 PM
Hi cyberzeus,
If I understand you correctly; Click on the double arrows next to 'My Finances' at the upper left-hand corner of the Moneydance window. You will see a drop-down list of all of your 'Active' accounts / categories. Clicking on one of the listed items will open the register of that particular item.
HTH -Kevin N.
3 Posted by cyberzeus on 07 Aug, 2011 07:04 PM
Hey Kevin,
Thx for this - I actually knew about this method but was wondering if there was something like a screen like what we have for the Manage Categories pane...do you know of anything like this?
My thought is to have a pane where we can actually manage the recorded transactions - make changes - delete if need be - etc...
4 Posted by -Kevin N. on 07 Aug, 2011 07:16 PM
Hi cyperzeus,
I'm afraid you lost me. A pane, that does the same thing as the register?
Can you be a little more specific about what you want to perform?
-Kevin N.
5 Posted by cyberzeus on 07 Aug, 2011 07:23 PM
No - a pane like the Manage Categories pane - so basically, you would select a given account and be able to see all of the memorized transactions for that account.
The issue now is that once a transaction is memorized for a given account, the only way to edit it is to record a new transaction based on the memorized one. Further, there is no way to delete a memorized transaction if desired.
6 Posted by -Kevin N. on 07 Aug, 2011 07:35 PM
Hi cyberzeus,
Take a look at the forecaster extension. It can display a table of the Memorized txns for a given account. http://code.google.com/p/moneydance-forecaster/
Be careful to follow the installation instructions re renaming the extension.
Memorized txns can be edited through the 'Reminders' link on the Home Page. They can be deleted by clicking the minus sign at the bottom of the list on the right.
HTH -Kevin N.
7 Posted by paleolith on 08 Aug, 2011 06:59 PM
I'm not sure, but there may be a confusion here between Memorized Transactions, which MD also calls Transaction Reminders, and transaction information for auto-complete.
IIRC, Quicken refers to the latter as memorized, or at least allows you to bring up a pseudo-register of these and to lock some of them. There have been requests here for a similar feature in MD.
But MD does not keep a list of transaction info for auto-complete. Instead, when you start to enter a txn, MD looks at past txns in the same register. So there isn't any list to look at except the register itself.
And I hope that at least I haven't added to the confusion ...
Edward
8 Posted by cyberzeus on 08 Aug, 2011 07:05 PM
Hi Edward,
So maybe this is a mis-understanding on my part - the operation appears to be different but results in a similar behavior to memorized\recorded transactions.
So if I understand you correctly, all MD does - as you type the payee - is check the transaction history in the given account and the most recent one to match the typed payee is used for auto-complete.
Is this correct?
9 Posted by paleolith on 08 Aug, 2011 07:50 PM
Yes, that's correct, at least basically. Perhaps the algorithm is a bit more complex -- I'll wait and see if MD support has any input -- but the auto-complete is done based on the register.
One thing you'll notice is that you have to type at least two letters in the Description to invoke auto-complete, even if one letter makes it unambiguous. I don't know whether that relates to the search process, or if it simply has been found too error-prone to invoke auto-complete with only one letter.
Memorized transactions (aka transaction reminders) are either auto-entered, or show up on the home page as pending, depending on what options you chose. If you right-click on a transaction and pick Memorize, or go to the Reminders window and click the + button and pick New Transaction Reminder, you get the same dialog box -- the only difference is that in the first case many of the fields are pre-filled.
I do miss the locked transactions from Quicken. At least one other discussion somewhere here has brought up that a similar feature in MD would be very useful.
Edward
Ben Spencer closed this discussion on 12 Aug, 2011 02:45 AM.