[moneydance] Solution to splitting transactions

Floyd Justice fjustice27889 at yahoo.com
Tue Nov 25 12:09:05 EST 2008


Thanks to all who responded.  Enlarging the split window and resizing the columns worked.  Rather obvious, now that I see it.  

Thanks

Floyd


--- On Tue, 11/25/08, moneydance-info-request at moneydance.com <moneydance-info-request at moneydance.com> wrote:

> From: moneydance-info-request at moneydance.com <moneydance-info-request at moneydance.com>
> Subject: moneydance-info Digest, Vol 64, Issue 20
> To: moneydance-info at moneydance.com
> Date: Tuesday, November 25, 2008, 12:00 PM
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> Today's Topics:
> 
>    1. Re: Spliting transactions (Edward Reid)
>    2. Re: moneydance-info Digest, Vol 64, Issue 17 (Cortjan
> Koppen)
>    3. Re: moneydance-info Digest, Vol 64, Issue 17 (Keith
> Bates)
> 
> 
> ----------------------------------------------------------------------
> 
> Message: 1
> Date: Mon, 24 Nov 2008 23:54:16 -0800
> From: Edward Reid <edward at paleo.org>
> Subject: Re: [moneydance] Spliting transactions
> To: fjustice27889 at yahoo.com, General discussion related to
> Moneydance
> 	<moneydance-info at moneydance.com>
> Cc: moneydance-info at moneydance.com
> Message-ID:
> 	<6.1.2.0.2.20081124235108.05ca2680 at mail.messagingengine.com>
> Content-Type: text/plain; charset="us-ascii";
> format=flowed
> 
> At 11:36 11/22/08 -0800, Floyd Justice wrote:
> >However, when I tried to split a few transactions
> (paycheck, for example), 
> >I would click on the split button at the top of the
> box, there would be no 
> >place to put the split amounts.  There are 3 narrow
> columns that hold 
> >about 2 characters.
> 
> Should not be related to being the trial version. What OS
> are you running? 
> What version of Java?
> 
> Once the split window is open, you should be able to adjust
> the width of 
> the columns by clicking and dragging the boundary between
> column headings. 
> Does this work? If so, does the change persist into the
> next transaction, 
> and after qutting the relaunching MD?
> 
> Vic mentioned resizing the window, but in the splits window
> (unlike some 
> other MD windows), the columns do not automatically adjust
> when you resize 
> the entire window. You have to make the window large enough
> and then adjust 
> the column widths.
> 
> Edward
> -- 
> Art works by Melynda Reid: http://paleo.org
> 
> 
> 
> ------------------------------
> 
> Message: 2
> Date: Tue, 25 Nov 2008 09:39:19 +0100
> From: Cortjan Koppen <registratie at koppit.nl>
> Subject: Re: [moneydance] moneydance-info Digest, Vol 64,
> Issue 17
> To: moneydance-info at moneydance.com
> Message-ID:
> <2BABE881-457F-4971-9A3E-2CBAEA4F9256 at koppit.nl>
> Content-Type: text/plain; charset=US-ASCII; format=flowed;
> delsp=yes
> 
> 
> >
> >
> > On Thu, 20 Nov 2008 21:44:22 +0100
> > Cortjan Koppen <registratie at koppit.nl> wrote:
> >
> >> The solution of my 'problem' may stare me
> in the face, but if it
> >> does I need some help to get it to my brain.
> >>
> >> I have one installation of Moneydance on my Mac.
> There currently are
> >> two files which I defined, one handling my
> personal finances and one
> >> handling family finances. Each file contains
> several accounts, in
> >> most cases I started one account per bank (there
> are e.g. several
> >> saving accounts per file).
> >> I deactivated VAT support in the General
> Preferences.
> >>
> >> Now I want to start using MD for my company too. A
> new file can
> >> contain all necessary business accounts. Therefore
> I need VAT
> >> support. If VAT support is activated, ALL files in
> MD will show the
> >> VAT-stuff, i.e. my company accounts AND my two
> private financial
> >> environments (files).
> >>
> >> Question: is there a possibility to use VAT only
> in one environment
> >> (in one file, containing several accounts)?
> >>
> >> Thanks for any ideas.
> >>
> >> Cortjan.
> >
> > I would recommend that you keep your personal and
> business stuff in
> > separate accounts- unless you use business bank
> account for personal
> > use or vice versa.
> >
> > In that case you can use VAT in one file and not the
> other.
> >
> > The other thing is that you can specify exactly which
> accounts (i.e.
> > categories) use VAT/GST and specify a different
> percentage rate for
> > each. So you could conceivably set up accounts such as
> "Car use"
> > with sub-accounts "personal" and
> "Business" with differing GST rates
> > (i.e. 0 in personal and whatever the actual rate is in
> business).
> >
> > Hope that helps
> >
> > --  
> > God bless you,
> >
> >
> > Keith Bates
> >
> 
> Reacting to Keith's two solutions:
> 
> 1. Yes, I keep personal and business finance completely
> separated, but  
> no, in that case I cannot manage to use VAT in one file and
> not the  
> other because there is only one place to tick or untick
> Preferences in  
> Moneydance and these Preferences consequently influence all
> files.  
> Therefore, if I choose to use VAT by ticking it in
> Preferences, all  
> files (personal and business) will be forced to use VAT.
> 
> 2. Your idea of specifying different VAT percentages per
> category is a  
> solution indeed, but I hope you see this also as a
> workaround for the  
> problem. Although it will work neatly, the screens in my
> personal  
> finance environment will be cluttered with useless VAT
> fields. Of  
> course I can live with that, but why is it difficult to
> invoke VAT- 
> support per file in stead of all files?
> 
> Thanks,
> 
> Cortjan.
> (using OS X)
> 
> 
> 
> ------------------------------
> 
> Message: 3
> Date: Tue, 25 Nov 2008 21:06:03 +1100
> From: Keith Bates <keith at new-life.org.au>
> Subject: Re: [moneydance] moneydance-info Digest, Vol 64,
> Issue 17
> To: moneydance-info at moneydance.com
> Message-ID: <20081125210603.7ce27c02 at tardis.home>
> Content-Type: text/plain; charset=US-ASCII
> 
> On Tue, 25 Nov 2008 09:39:19 +0100
> Cortjan Koppen <registratie at koppit.nl> wrote:
> 
> > 
> > >
> > >
> > > On Thu, 20 Nov 2008 21:44:22 +0100
> > > Cortjan Koppen <registratie at koppit.nl>
> wrote:
> > >
> > >> The solution of my 'problem' may
> stare me in the face, but if it
> > >> does I need some help to get it to my brain.
> > >>
> > >> I have one installation of Moneydance on my
> Mac. There currently
> > >> are two files which I defined, one handling
> my personal finances
> > >> and one handling family finances. Each file
> contains several
> > >> accounts, in most cases I started one account
> per bank (there are
> > >> e.g. several saving accounts per file).
> > >> I deactivated VAT support in the General
> Preferences.
> > >>
> > >> Now I want to start using MD for my company
> too. A new file can
> > >> contain all necessary business accounts.
> Therefore I need VAT
> > >> support. If VAT support is activated, ALL
> files in MD will show the
> > >> VAT-stuff, i.e. my company accounts AND my
> two private financial
> > >> environments (files).
> > >>
> > >> Question: is there a possibility to use VAT
> only in one environment
> > >> (in one file, containing several accounts)?
> > >>
> > >> Thanks for any ideas.
> > >>
> > >> Cortjan.
> > >
> > > I would recommend that you keep your personal and
> business stuff in
> > > separate accounts- unless you use business bank
> account for personal
> > > use or vice versa.
> > >
> > > In that case you can use VAT in one file and not
> the other.
> > >
> > > The other thing is that you can specify exactly
> which accounts (i.e.
> > > categories) use VAT/GST and specify a different
> percentage rate for
> > > each. So you could conceivably set up accounts
> such as "Car use"
> > > with sub-accounts "personal" and
> "Business" with differing GST rates
> > > (i.e. 0 in personal and whatever the actual rate
> is in business).
> > >
> > > Hope that helps
> > >
> > > --  
> > > God bless you,
> > >
> > >
> > > Keith Bates
> > >
> > 
> > Reacting to Keith's two solutions:
> > 
> > 1. Yes, I keep personal and business finance
> completely separated,
> > but no, in that case I cannot manage to use VAT in one
> file and not
> > the other because there is only one place to tick or
> untick
> > Preferences in Moneydance and these Preferences
> consequently
> > influence all files. Therefore, if I choose to use VAT
> by ticking it
> > in Preferences, all files (personal and business) will
> be forced to
> > use VAT.
> > 
> > 2. Your idea of specifying different VAT percentages
> per category is
> > a solution indeed, but I hope you see this also as a
> workaround for
> > the problem. Although it will work neatly, the screens
> in my
> > personal finance environment will be cluttered with
> useless VAT
> > fields. Of course I can live with that, but why is it
> difficult to
> > invoke VAT- support per file in stead of all files?
> > 
> > Thanks,
> > 
> > Cortjan.
> > (using OS X)
> > 
> 
> 
> Hi Cortjan,
> 
> I'm not sure what your problem is. I have several files
> on my computer-
> one is for my personal account, one for my church and one
> each for
> several other community organisations. Some of these
> organisations
> are registered for GST and some including my personal
> account are not.
> 
> Looking through my GST settings on my personal account, I
> find that
> although moneydance is enabled for GST/VAT, I have not
> specified any %
> rate or any account for GST to be accounted in. 
> 
> Therefore, when I enter a transaction in my personal
> account, it is
> totally unaffected by GST. There is a check box that says
> "Apply VAT"
> but, even though it is selected, it does nothing because I
> have not
> told moneydance to do anything with VAT-- it assumes zero
> on all my
> transactions.
> 
> My church account on the other hand is registered for GST.
> Some
> categories require GST and others do not. I have set it up
> so that as I
> enter transactions the GST is automatically calculated. On
> those
> transactions where GST is required it shows in the register
> as 2 splits.
> 
> Hope that makes things more clear.
> 
> -- 
> God bless you,
> 
> 
> Keith Bates
> 
> www.new-life.org.au
> 
> If you don't have a reason to live
> 
> JESUS IS THE ANSWER!
> 
> Ask him into your life today...
> He really does make a difference
> 
> 
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> 
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