[moneydance] unable to edit an individual transaction in a loan

Edward Reid edward at paleo.org
Sun May 7 10:25:01 EDT 2006


At 10:01 05/07/06 -0400, David Pesetsky wrote:
>Am I missing the trick?

No, you're not missing anything, there are some problems here. I'm just in 
the process of doing my conversion, so I've run into this recently.

The loan register is read-only, as Scott Zahn pointed out to me a day or 
two ago. You can change the transactions only by finding them in the "other 
side" register. Unfortunately, as you've found, the contextual menu is not 
available in the loan register, so there is no "show other side" command 
and finding the other side takes far too much work.

To add insult to injury, MD doesn't create split transactions in loans and 
so fails to recognize that they can occur in loan transactions imported 
from Quicken. This makes it REALLY hard to find the other side. I've just 
been trying to fix up one of my loans, and I had to go back to Quicken to 
find out what was in that split transaction in my loan account. Luckily I 
only have one of them.

Worst of all: one of those split lines leads to another loan! I took out a 
loan and paid off another loan with the proceeds -- directly, without 
putting it in another account first. This means that NEITHER SIDE IS 
EDITABLE. This is coming close to being a show-stopper. If MD isn't going 
to display splits in loans, then I need to delete that split and enter it 
as three transactions so that MD will display them all -- but the loan 
register is read-only, I can't delete it ... plus it really is logically a 
split transaction.

And I don't know how I would enter this transaction to begin with. Surely 
it's common to pay off one loan with another? Yet because I cannot create a 
new transaction in a loan account, I see no way to create the transaction, 
other than perhaps writing an XML file and importing it.

This is getting close to being a show-stopper. I'll get around it somehow 
until it gets fixed, but it's a bad one for me.

Hopefully I'll get around to filing a couple of tickets on this issue today 
-- one about the problems with uneditable transactions in loan accounts, 
one for the lack of the contextual menu in loan account, and one covering 
several places where "show other side" doesn't work correctly. Hmm, that's 
more than a couple.

Edward
Art works by Melynda Reid: http://paleo.org



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