You are correct, they are two different issues.


> The second problem that you've mentioned is rounding which is not
> really a problem from our point of view. In the past AceMoney
> allowed to import investment transactions with a mathematically
> incorrect total, for example, Buy shares transaction total was not  > exactly
NumberOfShares * PricePerShare - Commission. The latest
> version fixed amounts in all these transactions. Please let me know
> if this behavior caused any problems. If it did, we would have to
> ask you for the specific examples.

Yes, this caused the problem. I think the problem is related to the number of
decimal places used in the Price field.

As I mentioned, in the Investment Transaction window:
First, I Input number of shares, second I input Total amount (Price is
automatically calculated). However, allowing AceMoney to automatically calculate
the price might produce a number with more than four decimal places.
Apparently the Number of shares, the Price (automatically calculated), and Total
amount are accepted after I click Ok in the Investment Transaction window. But
at some point AceMoney "recalculates" the Total amount using the formula:
NumberOfShares * PricePerShare +/-Commission.

My guess is that AceMoney used only four decimal places for the PricePerShare.
If that's the case, what happens to the extra decimal places produced when Price
is automatically calculated??

So the way I see it, the behavior in version 3.17.1 was more flexible. In that
version, I used to enter the exact number of shares I purchased, and the exact
same Total amount that my financial institution reported in my online balance.
From my point of view, those two pieces of data are the only relevant
information that we want to keep track of.

In V3.17.1, the price showed only four decimal places, but actually it used more
than four for the calculation of a buy/sell operation.

I don't see the point in truncating those extra decimal places. Perhaps it would
be best to erase the formulas for all fields in the Investment Transaction
window. That way, we could actually assign the specific values (shares, price,
total) reported by our financial institution.

Cheers,

Thanks for the explanation!

> > Yes, the new version (3.17.2) automatically recalculates totals
> > of the investment transactions if the previously computed total
> > was incorrect.

> What do you by incorrect?

I think there are two different problems.

Investment account dialog in the new release does have a bug and computes
negative total. We already fixed it, please use this beta version instead:
http://www.mechcad.net/downloads/3.17.3beta/AceMoneySetup.exe

The second problem that you've mentioned is rounding which is not really a
problem from our point of view. In the past AceMoney allowed to import
investment transactions with a mathematically incorrect total, for example, Buy
shares transaction total was not exactly NumberOfShares * PricePerShare -
Commission. The latest version fixed amounts in all these transactions. Please
let me know if this behavior caused any problems. If it did, we would have to
ask you for the specific examples.

Thanks,

Alex
MechCAD Software

Most of my Buy and Sell transactions have this problem. The way I input a
transaction is as follows:

1. Input number of shares
2. Input Total amount (Price is automatically calculated)

So, I edited all the transactions that had rounding problems (most buy/sell
operations), finally my investment account balance was corrected, as in V3.17.1.
After editing all of them, I went to the Portfolio, then clicked on Investment
Transactions tab, and clicked on New Transaction. When I went back to Accounts,
I discovered that my Investment Account balance was incorrect, and realize that
all the changes I made to buy/sell operations were undone.

> Yes, the new version (3.17.2) automatically recalculates totals of the
investment transactions if the previously computed total was incorrect.

What do you by incorrect?

How should I input a buy/sell operation if I want set an specific number of
shares and an specific Total amount? (Without AceMoney recalculating the Total
Amount every time I input a new transaction)

Cheers

Hi,

Yes, the new version (3.17.2) automatically recalculates totals of the
investment transactions if the previously computed total was incorrect.

Could you please be more specific and provide an example: what was the original
transaction type, the original price per share, commission, quantity and total,
and the new total.

Thanks,
Alex.

I recently updated to V3.17.2, and discovered that my investment account was a
mess. All my buy/sell investment transactions had rounding errors. I try editing
these transactions; and realize that the TOTAL field inside the "Investment
Transaction" window had a negative value. So I erased the negative sign and
changed the Total field to the proper amount. (leaving the negative sign "pops"
an error message).

It is a tedious work to edit every transaction, so I was wondering if this is
the way it is supposed to work or it is some kind of bug.

Cheers,

Hi,

We just released version 3.17.2 and it supports a very painless way of migrating
Microsoft Money data to AceMoney. I wanted to share with you these instructions
in case you are evaluating AceMoney, but would like to keep your existing
financial history.


Generate transaction report in Microsoft Money

1. Launch Microsoft Money.

2. Create an Account Transactions Report:

Money 2005 – 2008

    1. Click the Reports button in toolbar.
    2. Select Account transactions in the Income and expenses area
       and look for the Account Transactions Report.

If the report does not show up, select Change report settings in the Other tasks
list. Then choose Switch from Essential Reports to Advanced Reports and click
Use Advanced Reports.

Money 2003 – 2004

    1. Select the Reports menu and select Reports Gallery.
    2. In the Pick a report or chart list, select Account Transactions.
    3. Click the Go to Report/Chart button.

3. In the Common tasks list, select Customize. Click the Reset button (skip this
step if you don't see one). Click Yes to any confirmation message(s) and select
Customize again.

4. In the Rows & Columns tab, in the Include fields area, select the Memo,
Account, Cleared status and Category options.

5. In the Subtotal by field, select Accounts.

6. Select the Show splits checkbox, and then click OK.

7. In the Accounts field, select All Accounts.

8. In the Date range field, select All dates and click OK.

9. Select the Send to menu and select Desktop. This step may take several
minutes depending on number of accounts and transactions.
Generate Investment transaction report in Microsoft Money

10. Skip to Import report XML file to AceMoney if you don't track any
investments in Microsoft Money. Otherwise create an Investment Transactions
report:

Money 2005 – 2008

    1. Click the Reports button in toolbar.
    2. Select Investment transactions in the Investment area.

If you don't see it, select Change report settings in the Other tasks list. Then
select Switch from Essential Reports to Advanced Reports and click Use Advanced
Reports)

Money 2003 – 2004

    1. Select the Reports menu and select Reports Gallery.
    2. Click Investments.
    3. In the Pick a report or chart list,
       select Investment Transactions.
    4. Click the Go to Report/Chart button.

11. In the Common tasks list, select Customize. If the Reset button is not
available, proceed to step 13. Otherwise, click Reset. If a confirmation message
appears, click Yes, and select Customize again.

12. Click the Rows & Columns tab, and in the Include fields area, select the
Memo, Account, Transfer account, Cleared status, and Category options.

13. In the Group by field, select Investment Types and click OK.

14. In the Accounts field, select All Accounts.

15. In the Date range field, select All dates.

16. Select the Send to menu and select Desktop. This might take a while if you
have a large data file. When the transfer is complete, click OK.


Import report XML file to AceMoney

17. Launch AceMoney.

18. Click File->New to create a new data file

19. Select File->Import, navigate to Desktop and select Account
transactions.xml. Click Open and wait a couple of minutes.

20. If you don't track investments, you are done! All Microsoft Money accounts
should be on the screen.

21. If you also had investments in Microsoft Money and generated an Investement
Transactions report (steps 10-16), select File->Import and open Investment
Transactions.xml. Investment transactions will be added to the accounts created
in the previous step.

22. The imported file does not contain investment symbols, only the investment
names. Without the symbols AceMoney would not know the current share prices, so
you will see large negative gains. No worries, this is expected, the gains will
go back to normal as soon as you manually enter investment symbols in the
Portfolio page and download (or manually set) current quotes.

Please let us know if you have any questions about this procedure!

Alex
MechCAD Software

Dear AceMoney users,

A new version of AceMoney (3.17.2) is available for download:
http://www.mechcad.net/products/AceMoney/download.shtml

New version can be installed over any old version. There is no need to uninstall
the previous version.

PLEASE, BACKUP your data before upgrading!

What's new?

- Improved OFX import
- Improved QIF import
- Added grid lines to the Balance dialog
- Improved user input processing in the Search dialog
- Added support for Windows Menu button and Shift+F10 to call context menus
- Added an option to sort transactions of the same day by number
- Fixed rounding issue in reinvest dividend calculations
- Added converter from Microsoft Money to AceMoney

Thank you!

MechCAD Software Team
http://www.mechcad.net
E-mail: info@...

I have just completed my first cash account reconciliation after
importing Money2005 (which had a lot of problems to clear up - the money
file itself I mean - not the way it imported).  So it was with a sigh of
relief that I came out so close I was comfortable. The one thing that
slowed me down with the Reconciliation was the column arrangement.  It
is very inconvenient that the left hand number column which identifies
the check # or type of transaction has to have the mouse hover over it
to show the whole number instead of keeping it constantly in view.  I
hid the right hand Comment column thinking it would then allow a full
left column but it made no difference.  Is there any way to resize the
columns to allow more room in the left column?  For me, further
abbreviation in the Category column is more desirable than shorting the
Number and Date columns.

A second question:  Would it be possible to add Find & Replace to the
exiting Find tool located in Edit.  It is a very helpful feature which I
use often in other programs and used in MSMoney.

.

Your English is way better than my grasp of ANY foreign language ;-)

Have you considered using Tags to group your transactions?  They apply to
transactions, rather than Categories, but would then potentially allow you to be
more flexible anyway.

e.g. you may have fixed monthly amounts for your mortgage repayments (which you
could tag as Fixed), but you may be able to make additional overpayments in some
months which you could tag as Variable or Non-essential.  Both would have the
same category/subcategory (whatever you use for mortgage repayments), but you
have a non-hierarchical way of defining the spending.

What I can't find is anything about Tags in the Help, or any way of using them
in reports, etc.

Unfortunately, tags cannot be assigned to categories or scheduled payments
(there is no field for them - you have to right click to assign a tag), but
maybe Alex would consider that for future versions?

Julie

--- In acemoney@yahoogroups.com, Gede�o Da Silva <gedeaos@...> wrote:
>
> Hi,
>
> I would suggest you to create a *field for classification of categories*.
>
> Let me explain. I'm thinking about using AceMoney to track the financial
> costs of my home. I'd like to sort the categories (or sub-categories) as
> follows:
>
> . fixed spending - are those that occur always with the same value;
> . variable spending - are those whose value is different for each
> occurrence;
> . essential spending - spending needed. Can be reduced but not eliminated;
> . non-essential spending - provide some comfort, but can be reduced or
> eliminated from the household budget.
>
> It will be better if I can define more than one classification by category
> of spending. So I can manage to better characterize the expenses. For
> example:
>
> - essential fixed spendings: house rent, school tuition, fees, pay the maid,
> etc;
> - essential variable spendings: water, energy (light), fixed telephone,
> piped gas, transport, supermarket, etc;
> - non-essential fixed spendings: cable television, Internet access, monthly
> subscriptions of newspapers and magazines, monthly installments of course
> Portuguese, etc;
> - non-essential variable spendings: Newspaper Copies, lunch, restaurant,
> cinema, hairdressing salon, parties, trips, etc.
>
> Additionaly, you would create a* report based on this classification
> field*with de same functionality of otherones ('filters' and
> 'inclusion of
> transfers' and 'graphics'). With my financial information organized in this
> way, I can better plan future budgets to get out of a crisis, for example.
>
> So, what you think?
>
> Gede�o
>

Hi Alex,

I encountered a similar problem and followed your advice to Thomas and it works
fine for transfers to the excluded account.

However, transfers in the opposite direction, ie from the excluded account still
show as unassigned on the Budget by subcategories report.

Appreciate any help.

Mike

--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> Hi Thomas,
>
> > first, my congratulations for the new release!!! It's a major step
> > and really appreciated.
>
> Thanks!
>
> > I am not sure how to use categories and subcategories in
> > Transfers... How could i make use of them?
>
> You just specify a category/subcategory in the properties of a transfer, the
same way you do in deposits and withdrawals. Category/subcategory report will
display the transfers if you check Include transfers checkbox (bottom of the
left panel) and exclude one of transfer accounts from the report (Filter by
account). This will make your transfer show up as a deposit or a withdrawal
depending on which account you excluded.
>
> Next time you have a specific question for us, please contact our tech support
service directly at http://support.mechcad.net.
>
> Alex
> MechCAD Software
>

In a number of areas it is possible to start typing a name, and the display will
scroll accordingly.  Please could this be extended to the View Payee display. 
With 40 years of (imported) transactions I have over 4000 payees.  Impressive in
a 2 MB file.

Thanks,
Nick.

I too have more than a screenfull of accounts (even without closed accounts).  I
chose suitable (if slightly) strange group and account names so that the more
imporant groups came first, and then the more important accounts (the odd extra
blank can help).

It would be useful to have an option to control the order of groups, and
accounts in groups separately from the name.

What I would find much more useful than this, and more useful than a two column
display is an EXTRA column to the right of the balance.  This would show the
balance INCLUDING the effect of the scheduled transactions appearing on the
actual account, and for the same length of future period.

Nick.

--- In acemoney@yahoogroups.com, "markus.scheffler" <markus1611@...> wrote:
>
> Yes, that's a good solution too. I especially like the idea with the
expandable account groups (like assets, liabilities, etc.) - shouldn't be to
difficult to implement. I still would love to have the two columns just like a
balance sheet, but that's perhaps already an overkill.
>
> With active accounts I mean "Assets" (cash, banks, investments etc.) and with
passive "Liabilities" and "Equities".
>
> Markus
>
> --- In acemoney@yahoogroups.com, "ju_wills" <julie.wills@> wrote:
> >
> >
> >
> > Or, how about a + or - sign to be able to collapse or expand account groups,
so that you can focus on the group(s) you're working on.
> >
> > BTW, how are you defining "passive" accounts in terms of AceMoney?  Closed
accounts may be hidden in the options anyway.  Having said that, it would be
good to be able to define certain non-closed accounts as passive and not have
them offered in the list for imports, etc.
> > e.g. I have some savings accounts which will only ever receive money from or
pay money out to other (current) accounts.  In my case, "active" accounts would
be generally be bank accounts (not savings) and credit card accounts, although
this might not the case for everybody.
> >
> > From a personal point of view, if there's a way to mark an account as
passive, I'd want it on the right, out of the way (or to be able to collapse the
whole column), or I'd be forever having to scroll right to the active ones on my
netbook ;-).
> >
> > Julie
> >
> > --- In acemoney@yahoogroups.com, "markus.scheffler" <markus1611@> wrote:
> > >
> > > Hi, it would be great if one could choose to have a two column  accounts
view. I have quite many accounts and therefore have to crawl up and down a lot
(laptop). If possible left side all passive accounts and on the right side the
active (balance sheet style).
> > >
> > > Thanks for considering my suggestion.
> > > Markus
> > >
> >
>

Yes, that's a good solution too. I especially like the idea with the expandable
account groups (like assets, liabilities, etc.) - shouldn't be to difficult to
implement. I still would love to have the two columns just like a balance sheet,
but that's perhaps already an overkill.

With active accounts I mean "Assets" (cash, banks, investments etc.) and with
passive "Liabilities" and "Equities".

Markus

--- In acemoney@yahoogroups.com, "ju_wills" <julie.wills@...> wrote:
>
>
>
> Or, how about a + or - sign to be able to collapse or expand account groups,
so that you can focus on the group(s) you're working on.
>
> BTW, how are you defining "passive" accounts in terms of AceMoney?  Closed
accounts may be hidden in the options anyway.  Having said that, it would be
good to be able to define certain non-closed accounts as passive and not have
them offered in the list for imports, etc.
> e.g. I have some savings accounts which will only ever receive money from or
pay money out to other (current) accounts.  In my case, "active" accounts would
be generally be bank accounts (not savings) and credit card accounts, although
this might not the case for everybody.
>
> From a personal point of view, if there's a way to mark an account as passive,
I'd want it on the right, out of the way (or to be able to collapse the whole
column), or I'd be forever having to scroll right to the active ones on my
netbook ;-).
>
> Julie
>
> --- In acemoney@yahoogroups.com, "markus.scheffler" <markus1611@> wrote:
> >
> > Hi, it would be great if one could choose to have a two column  accounts
view. I have quite many accounts and therefore have to crawl up and down a lot
(laptop). If possible left side all passive accounts and on the right side the
active (balance sheet style).
> >
> > Thanks for considering my suggestion.
> > Markus
> >
>

Hi Remy,

Did you get a chance to look at AceMoney for Blackberry. I have requested
MechCad for this couple of times with no luck.

SVN


--- In acemoney@yahoogroups.com, Remy Lebeau <gambit47@...> wrote:
>
>
>
> ----- Original Message ----
> From: "nagendrasv" <nagendrasv@...>
> To: acemoney@yahoogroups.com
> Sent: Tue Sep 15, 2009 9:57 am (PDT)
> Subject: AceMoney and Blackberry?
>
> > Are there any plans to make AceMoney available on Blackberry?.
>
> Awhile back ago, I offered to make a Blackberry version of AceMoney, and
MechCad accepted.  Unfortunately, my priorities have changed a bit since that
time, and I have not had a chance to actually start work on it yet.  I would
love to make it, though (unless someone else beats me to it first), as I have a
Blackberry myself and a mobile version of AceMoney would be really useful to
me.  I just do not know right now when I would get a chance to work on it.
>

I'm a new user of AceMoney and also a beginer in accounting. I have some doubts
about the use of Credit Card Accounts, Investment Accounts, Loan Accounts.
My english is poor and I'm looking for someone to tal inPortugueses.
Someone could help me?
Thanks

Or, how about a + or - sign to be able to collapse or expand account groups, so
that you can focus on the group(s) you're working on.

BTW, how are you defining "passive" accounts in terms of AceMoney?  Closed
accounts may be hidden in the options anyway.  Having said that, it would be
good to be able to define certain non-closed accounts as passive and not have
them offered in the list for imports, etc.
e.g. I have some savings accounts which will only ever receive money from or pay
money out to other (current) accounts.  In my case, "active" accounts would be
generally be bank accounts (not savings) and credit card accounts, although this
might not the case for everybody.

From a personal point of view, if there's a way to mark an account as passive,
I'd want it on the right, out of the way (or to be able to collapse the whole
column), or I'd be forever having to scroll right to the active ones on my
netbook ;-).

Julie

--- In acemoney@yahoogroups.com, "markus.scheffler" <markus1611@...> wrote:
>
> Hi, it would be great if one could choose to have a two column  accounts view.
I have quite many accounts and therefore have to crawl up and down a lot
(laptop). If possible left side all passive accounts and on the right side the
active (balance sheet style).
>
> Thanks for considering my suggestion.
> Markus
>

Hi, it would be great if one could choose to have a two column  accounts view. I
have quite many accounts and therefore have to crawl up and down a lot (laptop).
If possible left side all passive accounts and on the right side the active
(balance sheet style).

Thanks for considering my suggestion.
Markus

I am new to the program, just converted things from MS money. So far I am
impressed with the application however I believe some improvements would
make Ace better.

When in the "Portfolio Screen" it would be nice to have additional "Buttons"
for sorting the investments.

Proposed button " Select Investment Accounts" This would display only the
investments in the selected accounts.

When in the "Accounts Screen" it would be nice to be able to select the
date. This would allow one to look back in time at account totals.

One last comment, I did not find a easy way to enter "Bonds" or "CD's". How
are they handled?

Sorry if these suggestions have been previously addressed. Which leads me to
another question, is there a location that lists improvements to be
implemented?

Tip
WA5UFH

I changed from MsMoney3 [yes Ver3!!] about a year ago and think AM is an
excellent replacement. Takes a while to find all its bits and pieces but I
am getting there!. I think it is more versatile and easier than MsMoney, So
good luck Thomas



Mike



   _____

From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
Of Thomas van der Straten Waillet
Sent: 12 November 2009 01:28
To: acemoney@yahoogroups.com
Subject: Re: [acemoney] MS Money user (15 years) looking for others who've
switched to AceMoney





Hi,

I am a quicken then Money 95 user and up to 2006....quite a long time!



I looked a lot of software before deciding for AceMoney. (15 or more).



The best:

- intuitive, easy to use

- income and expenses are not mandatory like in Money (very good thing!!!!)

- no learning curve

- works perfectly and is small in size

- lots of languages available (and thanks to all the translators!!!)

- exports perfectly by account or report

- keep your customized report as first cutomized (and not change them all
the time)

- very good "go back" to last screen or get into details





The improvable

- reports (good in last version but still to get better)

- printing (font choice would be apreciated)

- customize the transaction field order would be nice



The bad?

- hard to make transition (but I know they are working on it) because of
duplicates (it is a QIF problem, not really their fault.)

- no UNDO operation so be careful not to erase a transaction!!! (This is a
wish!!!!)



Once transition is done, it is a breeze and enjoyable to use. Changes are
easy to make, Find works great, change of payee or categories are easy.

I am using it for personal use and to manage a school. (data of 2009 only)

I am getting 4 1/2 years of data (multiple currencies) from MSMoney. It need
time but it will be done

I really enjoy the last version and would recommend it. People are very
responsive and listen to their customers (which is rare!!! and appreciated)

They don't upgrade very often, but new versions are making a difference.



NOTE: I have not yet used the financial part of the program so I cannot say
a thing about it, perhaps another user will complete my evaluation.



Go for it. If I am happy, you probably will be too.



Thomas



Very easy to get to Excel, so no problem for graphing or reporting

2009/11/11 lds_rider <commerce_lists@ <mailto:commerce_lists@...>
verizon.net>



Like many others, I am looking at options after being orphaned by MS. I used
MS Money because it works (well mostly, anyway) the way I like to work. I'm
hoping to find a product that will let me continue to work that way after a
(hopefully) relatively painless migration.

I joined this group to explore AceMoney and I'd appreciate any input from
former MS Money users who've switched within the last few years. I did a
search but didn't really find any posts that seemed to fit this question.

Thanks.






   _____

I am using the Free version of SPAMfighter <http://www.spamfighter.com/len>
.
We are a community of 6 million users fighting spam.
SPAMfighter has removed 1150 of my spam emails to date.
The Professional version does not have this message.

Hi Remy,

> Then how about adding another set of radio buttons underneath the
> "Type" buttons or "Comments" field?  That would not increase the
> window's height very much.  Or use a drop-down list instead of
> radio buttons.  That way, if you change the "Type" buttons into a
> drop-down list as well, then the new "Status" drop-down could be on
> the same line as the "Type" drop-down, and thus not change the
> dialog's dimensions at all.

As I already said we don't want to add any new fields to the transaction dialog.
It will stay the way it is today.

> > Second is availability of shortcut keys. Is it such a big deal to
> > press C or R as soon as you hit OK button? There will be no
> > reason to right click.

> Yes, actually.  That would require closing the Transaction dialog
> every time info for a record is finished being entered, then press
> C/R, then re-open the Transaction dialog to enter a new record. 
> Multiply that by several records being entered at a time (sometimes
> even a dozen+ if I have fallen behind in how often I record
> transactions), and it takes awhile.

The way you put it, it sounds really complicated. In real life you need to press
Enter to close transaction dialog, press C or R to change state, press Insert to
call new transaction dialog. No clicks at all :-)

The others already suggested to you that it is very convenient to select newly
added transactions when you are done and change their state together. I
personally also use this technique and it involves even less keystrokes/clicks.

> Last I remember, AceMoney was updated awhile ago to allow creating
> multiple records without closing the Transaction dialog in
> between.

Remy, I don't think this has ever been in AceMoney. Have you ever used this
feature?

Alex
MechCAD Software

Like many others, I am looking at options after being orphaned by MS.  I used MS
Money because it works (well mostly, anyway) the way I like to work.  I'm hoping
to find a product that will let me continue to work that way after a (hopefully)
relatively painless migration.

I joined this group to explore AceMoney and I'd appreciate any input from former
MS Money users who've switched within the last few years.  I did a search but
didn't really find any posts that seemed to fit this question.

Thanks.

Hello,

In the main page(Accounts) can we see the last transaction date by the side of
each account? (Like account numbers) By this, we can know the status of each
account.

-Maran

----- Original Message ----
From: "asimanov" <acemoney@...>
To: acemoney@yahoogroups.com
Sent: Mon Nov 9, 2009 5:54 am ((PST))
Subject: Re: Secret gems

> There are two problems with your suggestion.
>
> First is a lack of screen real estate. You may think that area below the
amount field is
> available, but it's not: it contains currency exchange rate and target amount
fields that
> become available when you record a transfer between two accounts with
different
> currencies.

Then how about adding another set of radio buttons underneath the "Type" buttons
or "Comments" field?  That would not increase the window's height very much.  Or
use a drop-down list instead of radio buttons.  That way, if you change the
"Type" buttons into a drop-down list as well, then the new "Status" drop-down
could be on the same line as the "Type" drop-down, and thus not change the
dialog's dimensions at all.

Please also add a way of editing/updating the record's "Tag" value from the
Transaction dialog as well.

> Second is availability of shortcut keys. Is it such a big deal to press C or R
as soon
> as you hit OK button? There will be no reason to right click.

Yes, actually.  That would require closing the Transaction dialog every time
info for a record is finished being entered, then press C/R, then re-open the
Transaction dialog to enter a new record.  Multiply that by several records
being entered at a time (sometimes even a dozen+ if I have fallen behind in how
often I record transactions), and it takes awhile.

Last I remember, AceMoney was updated awhile ago to allow creating multiple
records without closing the Transaction dialog in between.  However, in 3.17.1 I
can't find that feature in the dialog. Was it removed?  If not, then the dialog
should be able to edit/update ALL fields of a given record.

> Transaction dialog is the cornerstone of AceMoney. We don't want to make it
more
> complex than it already is.

The Transaction dialog is not a very complex UI to begin with, at least from the
user's perspective.

> We could solve this by adding a context menu right to the dialog, but the
number of clicks
> would be the same as if you entered your transaction first and then changed
its state. Would
> you like to have such a menu?

No.  Popup menus slow users down.  There should be UI fields that can be reached
via the keyboard.

 

Or if you're a keyboard fan (like me) rather than a mouse fan, select multiple rows using SHIFT+Down/Up arrows (or for non-contiguos selections, hold down Ctrl, navigate with Up/Down and press the space bar to select a transaction), and then type R (or C, or U) to mark all the selected ones as Reconciled, Cleared or Uncleared.

Julie

--- In acemoney@yahoogroups.com, "sbiloglav" <sbiloglav@...> wrote:
>
> Hi,
>
> If you want to reconcle multiple transactions, you can press Ctrl and select as many rows as you want, then right-click for menu where cleared/reconclied options are available. Or you can use shift+click to select multiple rows at once and again right-click.
>
> Regards,
> Suncana
>
> --- In acemoney@yahoogroups.com, Remy Lebeau <gambit47@> wrote:
> >
> >
> >
> > ----- Original Message ----
> > From: "Applaud Media, LLC" <applaudmedia@>
> > To: acemoney@yahoogroups.com
> > Sent: Sat Nov 7, 2009 6:26 pm (PST)
> > Subject: Re: Secret gems
> >
> > > It would be a great time saver for me if I could just click a box
> > > underneath the Amount, USD field and mark the item cleared
> > > instead of having to finish entering and then right-click the
> > > entry afterward.