I need an account to open on an empty line!

What would you like to see added or changed in the application
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Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

I need an account to open on an empty line!

Post by Amazone »

I wonder if I am the only-one here that uses the program to enter transactions manually?
I do and I have one very big problem with Maxim Money which makes I will never use it for my dayly expenses only for my investments.

When I open an account in Microsoft Money I am on the first empty line at the end of an account:
Microsoft Money.png
Microsoft Money.png (34.46 KiB) Viewed 218 times
I choose what I want to do (deposit/payment/...) add date and amount.
In Maxim Money when I open an account I am on some line in the account
MM.png
MM.png (46.64 KiB) Viewed 218 times
Today it happened twice that I changed the date on the last line

Also:In Microsoft Money as soon as I enter a payee the category is showing.
Not in Maxim Money.
Category only shows after entering the amount.
I am sure that I will - and maybe already have - forget to enter the category if it is a new expense/income.
As soon as you enter the payee MM must now the category. Why not show it immediately????
Campbell
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Re: I need an account to open on an empty line!

Post by Campbell »

I think this is as much a habit in the way you use the software as anything else. That said, I will see if I can improve this, to add options to change the way this works to give you more control. At the very least I do intend adding an option so any changes to existing transactions need to be confirmed rather than updating automatically.

As for the category, I thought I had changed that already. Can you confirm the version you are using, as you also have an issue with not deleting prices that I thought I had fixed already.
Amazone
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Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: I need an account to open on an empty line!

Post by Amazone »

Version 1.7.5.3
Campbell
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Re: I need an account to open on an empty line!

Post by Campbell »

Also:In Microsoft Money as soon as I enter a payee the category is showing.
Not in Maxim Money.
Category only shows after entering the amount.
I am sure that I will - and maybe already have - forget to enter the category if it is a new expense/income.
As soon as you enter the payee MM must now the category. Why not show it immediately????
So I don't get this behavour. As soon as I enter a payee in Maxim Money, it should do the following:
  • If a default category exists on the payee, it should set that on the transaction
  • If a default category does not exist on the payee, it should set the category to the last one used by that payee
So are you saying the category never changes for you at this point?
Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: I need an account to open on an empty line!

Post by Amazone »

Sorry I did not see this post of yours.
If a default category exists on the payee, it should set that on the transaction
If a default category does not exist on the payee, it should set the category to the last one used by that payee
I would think a payee can only be linked to a category after choosing the category when you first use the payee so I do not understand your second line: If a category was used by a payee previously it could not not exist.

What I mean is that as soon as you enter a payee you should see the category appear where now it only appears when you go to the total.
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Frelon
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Re: I need an account to open on an empty line!

Post by Frelon »

What I mean is that as soon as you enter a payee you should see the category appear where now it only appears when you go to the total.
I have noticed this too. Bizarre!
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