Posting Date

moneydance's Avatar

moneydance

13 Jul, 2018 08:52 PM

Does Moneydance support a Posting Date field for transactions? This would typically be fetched from downloaded transactions but should be manually editable as well. It would indicate the date that a transaction posted at the financial institution. It would often differ from the Date and the Tax Date.

  1. 1 Posted by -Kevin N. on 13 Jul, 2018 09:19 PM

    -Kevin N.'s Avatar

    Hi moneydance,

    From the Moneydance menu bar, go to File > Preference > Network tab

    Check-mark the option 'Use Bank Dates for Merged Transactions'.

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

  2. 2 Posted by Richard H. Gump... on 14 Jul, 2018 04:35 AM

    Richard H. Gumpertz's Avatar

    No, I want the Date to be the date I wrote the check.  I want the
    Posting Date to be the date the check was posted at my bank.

    Similarly, for credit card transactions, the Date should be the date I
    charged the item.  The Posting Date should be the date the charge was
    posted at my bank.

    Three dates are really needed: Date (Transaction date). Posting Date,
    and Tax Date.

                     Rick

  3. 3 Posted by -Kevin N. on 14 Jul, 2018 01:58 PM

    -Kevin N.'s Avatar

    Hi Rick / moneydance,

    OK, well now you are changing the question in your OP from - does MD support a posting date - to - does MD support 3 different dates.

    TBH, I haven't seen a huge calling for this provision on these forums. Thus it likely will not garner much attention from the developers.

    I think that you would be best served by using the Date field for the date that you wrote the check or charged the item and make a notation in the Memo field as to the posting date.

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

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