Sort and Filter the Register

The account register displays all transactions in the account and is used to enter, edit, and delete transactions. It is visually similar to a paper checkbook register.

To open an account register click on an account name in the Side Bar or Summary, or select the account name from the drop-down box in top left of the Moneydance program window.

The filter buttons running along the top of the register allow you to to restrict the transactions displayed in your register.

filter.png

Click “All” to see every transaction in the register, or one of the time frames to see a sub-set of transactions.

Click the “Unconfirmed” button to show downloaded transactions which have not yet been confirmed.

Selecting the “Uncleared” button will display only transactions which you have not yet marked as cleared.

The Split Register button (to the right of the "New Transaction" button) toggles between showing Confirmed and Unconfirmed transactions in a single pane, or showing Confirmed transactions in a top panel and Unconfirmed at the bottom.

You can also select a "Custom" filter. Select the arrow to the right of the Custom option, and choose "Edit Custom Filter".
In the next window, you can specify the either 'Last X Days' or 'Since Date'. Highlight the option you'd like, specify the days or date range and select OK.

EDIT_CUSTOM_FILTER.png

You can change the order of transactions in the register by clicking on any column heading.
Click twice to reverse the sort order.

tran_fields_.png

You can also sort transactions with a Ctrl+Click (or right click) in the transaction register, then select Sort By→ You'll see the options in the screenshot below available for sorting.

SORT_OPTIONS.png