Note: Due to abuse of the open system we've had to limit anonymous access. To post a bug report or feature request, please sign up for an account using the Register link below.

Ticket #1252 (reopened enhancement)

Opened 1 year ago

Last modified 5 months ago

Tax date behaviour annoying, hotkey not working

Reported by: Mithredath Assigned to: sreilly
Priority: major Milestone: Moneydance 2008
Component: interface Version: 2008.beta
Keywords: tax date hotkey Cc:

Description

I've been using MD without the setting for separate tax date for a couple of years. But I've just enabled it, solely for the sake of one annual fund distribution payment which needs to be reported in the previous year's tax return.

It's a good feature, but I'm already finding it's behaviour rather annoying and efficiency-reducing - and on reflection the problem may be a spin-off from a relatively new enhancement. (Am I right that the the way the date of a new transaction defaults to the date of the last transaction entered, is a newish feature.. ??)

Well anyway, now that I've enabled tax date, every new transaction is created with a tax date, which defaults to the same date as the default actual date. However that becomes a problem if the last transaction I entered has a different date from the one I want for the one I'm now entering. If I then change the actual date for the new transaction, the tax date stays the same as the date of the previous transaction! So I have to do an extra step of manually changing the tax date to match the revised actual date, so that I don't end up with an unwanted tax date in the register.

(Is this making sense? I think I'm starting to sound like a government bureaucrat... ) My suggestion: Changing the actual date should be automatically mirrored in the tax date field (but not vice-versa!). That way, you'll only end up with a separate tax date saved in the register if you actually want that - but you won't need to manually fix that.

Change History

02/20/08 07:30:07 changed by setiraz

  • keywords changed from tax date to tax date hotkey.
  • type changed from defect to enhancement.
  • version changed from 2007.stable to 2008.beta.
  • component changed from general to interface.
  • summary changed from Tax date behaviour annoying to Tax date behaviour annoying, hotkey not working.

also crtl-y does not work with the new/actual register look (setting tax date to same value as transaction date); last place I found it working (in MD 2007) was with the old transaction editor found when creating reminders.

02/20/08 08:19:11 changed by sreilly

  • status changed from new to closed.
  • resolution set to wontfix.

I don't think that changing the date field should automatically change the tax date field. If editing an existing transaction with a separate tax date, to have the different tax date overwritten would be very frustrating. I have however fixed the hotkey issue mentioned by setiraz in build 601.

04/28/08 00:21:53 changed by Mithredath

  • status changed from closed to reopened.
  • resolution deleted.

Sean - If adding this feature would inevitably muck up the tax date in editing an existing transaction, then I'll bow to the inevitable and agree to close this ticket. But, though admittedly a programming ignoramus, I'd have thought it wouldn't be hard to add a feature that's specific to a newly created transaction (i.e. one that hasn't been saved yet, so doesn't 'exist' ... ). Could that still be done without impacting later transaction editing?

04/30/08 01:39:30 changed by Mithredath

Just thought of an alternative solution which I'll offer. Kind of the reverse approach - would work well for me at least, as I only actually want a separate tax date for one solitary transaction a year!

User has separate tax date disabled in prefs, but wants a particular transaction to have a separate tax date. Solution: a keyboard shortcut and/or context menu item to make the tax date selectable and editable for the current transaction.