[moneydance] Deleting some transactions doesn't work...

[Gordon Alley]

I agree that the way you are fixing it in the next release is not a good
idea. From the "split side" of the transaction, the user may not be aware of
the other splits that will be caught up in the delete.

I'm fine with your preferred behaviors a) and b). In those cases,
the behavior is intuitive, and the user can see all the transactions that
are involved.
For c), I agree with removing just the split transaction, but I think you
should first display an OK/Cancel alert to warn the user that the
transaction they are deleting is part of a split, since that won't be
obvious. If some users would rather not be warned, you could add a
preference checkbox like "Ask before deleting a split transaction from the
split side".

-Gordon

On Fri, May 30, 2008 at 4:10 PM, Sean Reilly <sreilly at seanreilly.com> wrote:

> I've fixed this issue for the next release but maybe not in the preferred
> way.  I changed it so that deleting a transaction would delete the entire
> transaction, including all splits, even if the transaction being deleted was
> just one of several splits.
>
> I think the preferred behavior may be to:
>  a) If the transaction is not split, delete both sides
>  b) If the transaction is a split and you are in the register in which it
> was entered, delete the transaction, including all splits
>  c) If the transaction is one of many splits (in the non-entry register)
> only remove that one split
>
> The current behavior is definitely a bug.  I'd be interested to hear if
> people would prefer the above behavior or if deleting one part of a split
> transaction should delete the entire transaction.
>
> Thanks!
> Sean
>
>
> On May 30, 2008, at 13:37 , Katahdin wrote:
>
>  This issue comes up again and again !!  And it can easily be  resolved
>> somewhat by having an indication (check mark, dot, something) displayed on
>> the initial (or entering) transaction. That would entail no special
>> programing logic, etc etc
>>
>> I believe that this is already in the trac system, so it would appear that
>> we need a class action (or at least a bunch of responses !!  LOL ) so
>> they'd
>> address this issue.  And while they're at it - indicate the TYPE of
>> account
>> we're looking at: asset, liability, income, expense , since many people
>> have
>> the same name for different accounts/categories.  Quick example: "rent"
>> can
>> be an expense, income,  deferred asset, etc...  Thank you..
>>
>>
>>
>> On Fri, May 30, 2008 at 12:13 PM, Rick Flower <rickf at ca-flower.com>
>> wrote:
>>
>>  Hmm.. That seemed to solve the problem.. I was able to find one of the $0
>>> transactions and selected "see other side" and found it was part of a
>>> split (20 way) paycheck that was wrong.. Anyway, once I deleted the other
>>> side the entire thing went poof..
>>>
>>> Sean : Would it be possible for situations like this to be more clear
>>> about what's going on and why a delete doesn't delete?  I know my mother
>>> (who just recently started using MD after my father passed away late last
>>> year) would not figure out this important feature.. I guess it would be
>>> nice if MD would put up a dialog telling the user that this transaction
>>> was a split transaction between two or more accounts and that the
>>> original
>>> split transaction should be deleted and ask if you'd like to see/delete
>>> that one instead of what it does now and just not do anything.. Just my
>>> $0.02 worth..
>>>
>>> Thanks for an otherwise great product!
>>>
>>> -- Rick
>>>
>>> On Fri, May 30, 2008 7:54 am, Richard E. Flower wrote:
>>>
>>>> I've got two transactions that are stuck like this and I believe one
>>>> didn't have another side but I'll
>>>> double check this morning.  Thx!
>>>>
>>>> On May 30, 2008, at 7:32 AM, Elana Houde wrote:
>>>>
>>>>  Confirm what "side" of the transaction you're on.
>>>>>
>>>>> For example -
>>>>>
>>>>> I'm entering a transaction from My Checking Account and transferring
>>>>> funds
>>>>> into My Savings Account
>>>>> I go into My Savings Account.   I will not be able to delete the
>>>>> transaction
>>>>> from here.
>>>>> I go into My Checking Account.   I *will* be able to delete the
>>>>> transaction
>>>>> from here.
>>>>>
>>>>> You can easily go to the other side of the transaction by right
>>>>> clicking on
>>>>> it and selecting 'Show other Side'.   Try deleting it from the  "other
>>>>> side".
>>>>>
>>>>> On Thu, May 29, 2008 at 11:49 PM, Richard E. Flower <
>>>>>
>>>> rickf at ca-flower.com
>>>
>>>>
>>>>>>  wrote:
>>>>>
>>>>>  Sean et-al,
>>>>>>
>>>>>> I was using MD today (latest preview build) and find that I can
>>>>>> select
>>>>>> delete and it prompts if I want to really do it.. If I select 'yes'
>>>>>> it
>>>>>> works for some things and not for others.. For the ones that can't be
>>>>>> deleted, I've resorted to entering amounts of $0 to ensure I don't
>>>>>> affect balances incorrectly.. Any ideas?
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Elana Houde
>>>>> Personal Blog: http://www.clampcampus.com
>>>>>
>>>> --
>        Sean Reilly | The Infinite Kind
>                434.249.4650 | seanreilly.com

-- 
Gordon B. Alley
http://www.gordonalley.com