Money account register view change RRS feed

  • Question

  • I have money sunset and noticed the the register view changed on one of my accounts under view.      It us to be UN-reconciled grouped by deposits, then checks, then other charges.  How can I get it changed back to this. 

    The only option under register view now is a default by sorting you choose. But the options of  by categorizes is not there? 

    Wednesday, June 3, 2020 4:15 PM

All replies

  • To determine whether an account is using the Advanced or Essential Register, look in the top right corner of the account register. You’ll see a label indicating Advanced Register or Essential Register.  If it states Essential Register, perhaps this was accidentally changed, which limits your choices.  It can be changed back in settings for that account.

    I never realized all of those view options existed, as I equate an Account Register with: all dates, sorted by date.

    • Edited by ameridan Wednesday, June 3, 2020 8:59 PM
    Wednesday, June 3, 2020 8:49 PM
  • First, as Ameridan said, make sure you are in Advanced Register mode.

    You can select a SortBy, and UnreconciledTransactions, and more.

    Customizing a report, such as TransactionsByCategory, might be better, for some of your purposes,than using the register for that purpose.

    Friday, June 5, 2020 8:26 PM