Transaction Filters -

To open an account register click on the 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 restrict the transactions displayed in your register.



Select the “All” filter to see every transaction in the register.

Choose one of the time frames (30 days, This Month, This Year) to see a sub-set of transactions.

The “Unconfirmed” filter will show downloaded transactions which have not yet been confirmed.

The “Uncleared” filter will display only transactions which you have not yet marked as cleared.


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.

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.




Sorting the Register -

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


In the screenshot below, the transactions are ordered by Date. This is signified by a small arrow icon to the right of the column heading.



You can also sort transactions with a Ctrl+Click (or right-click) in the transaction register, to view the context menu. Select "Sort By" and you'll see the options in the screenshot below available for sorting.