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sorting transactions; opening balances in new accounts

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Robb

24 Jun, 2009 05:06 AM via web

How can I sort transactions in the transaction detail window so that they appear by date and then by check number and/or payee? Is there a way to change the opening balance in an account?

  1. Support Staff 2 Posted by Kevin Hoctor on 24 Jun, 2009 03:45 PM

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    There's no way to do multiple sorts on the Transactions List at this time. You can only reverse the order by clicking the header column a second time. You will be able to add a user-defined order to transactions within a day similar to the way you can drag and drop buckets and accounts to order them.

    There is an FAQ for creating a starting balance transaction: http://moneywell-help.nothirst.com/faqs/banking-and-account-balances/bankbalance

  2. 3 Posted by System on 24 Jun, 2009 03:48 PM

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    A Lighthouse ticket was created for this discussion

  3. 4 Posted by Javed Kamruddin on 19 Oct, 2009 10:48 AM

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    I cannot drag and drop transactions within a day to order them (using 1.4.12 (262)). If this were possible it would make using Moneywell much easier.

  4. Support Staff 5 Posted by Kevin Hoctor on 19 Oct, 2009 03:31 PM

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    Javed: That ability will appear with the 1.5 release of MoneyWell. There isn't a way to do it in 1.4.

  5. 6 Posted by Javed Kamruddin on 19 Oct, 2009 04:37 PM

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    Thanks Kevin, I guess I should have noticed the word "will" in your first post. Good to know the feature's coming. As always you are quick with your replies and I have more and more reasons to move away from my complicated (but personalised) spreadsheets to Moneywell.

  6. 7 Posted by Luigi Delicano on 02 Nov, 2009 02:06 AM

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    I thought it's just me. I've been looking in the threads discussing transaction sorting.

    I like MoneyWell a lot. However, i'm irked by the ordering of transactions on the same day. I wish the time component is part of the date. I think that's the easiest way to implement this sorting. Incremental sorting is not much of a need right now for me. I just need my transactions sorted by date and time. Is this possible on the next update, 1.4.13? :)

    Thanks for a wonderful app. ;)

  7. Support Staff 8 Posted by Kevin Hoctor on 02 Nov, 2009 04:02 AM

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    Luigi: Transaction order is maintained in 1.5 and you can drag and drop to reorder them in your preferred way. Banks don't transmit times with dates.

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