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

[Ken Ganshirt]

Edward, even in Quicken I have found it convenient to have a dummy
"clearing" account to make it easier to deal with such situations. Even
though at the bank the proceeds of the one loan went directly to payout
the other, when recording it I will always put it through the "clearing"
account. Eg. Proceeds of new loan are "deposited" to the clearing accoung,
then old loan is paid out from the clearing account. A clearing account is
convenient for a variety of things like that. As you are detecting, a
clearing account in MD is probably even more useful than in Q due to the
whole "other side" thing. Yeah, it's a kludge, but if it makes life
easier, what the heck?

      ...ken...


--- Edward Reid <edward at paleo.org> wrote:

> 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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