when I enter a memo for a withdrawal for splits, it displays (in Ledger Lens, too). For deposits, the memo does not record. Do I need to record more than one split?

There is something funny with memos for split transactions. If the split only contains a single line, the memo entered on that line tends to get lost, although the rest of the line does not. I assume this is what you mean? I did not see any difference in behavior between deposit/withdrawal though.

zebulon wrote:There is something funny with memos for split transactions. If the split only contains a single line, the memo entered on that line tends to get lost, although the rest of the line does not. I assume this is what you mean? I did not see any difference in behavior between deposit/withdrawal though.

Yes. After playing it with it some more, this is the behavior. I'm new to the program and have been using it for a month. So, still learning the ins and outs.

I have to say, though, it's a very solid app! It's allowing me to make the move from MSMoney 2004! Finally! And, so far, it's been a smooth move.

Since one-item splits aren't really splits, this is not a big issue. Strictly speaking, it is a bug, but I'd let the developers decide whether we should file one formally. I think MS Money will remove the split in such a case and just use the parent fields instead.

Believe me, running MSMoney in Crossover (Wine) hasn't been completely eror free.

When balancing, MSMoney will just shut down and reboot. When selecting payees/accounts, the mouse jumps over what you want and selects something else.

A one line split is no sweat!:) I agree, not a bug. Just a minor detail of how to handle the entry.

Thanks again.

Actually, it's not a bug, just a difference on expectations.
Memos are per split. For a given transaction, you have at least 2 splits.

If you enter a memo for a given category in the splits editor, you'll have to go to the category ledger to view that memo.

Memos are per split. For a given transaction, you have at least 2 splits.

On the other hand, KMM accepts splits with a single line, stores it, but then loses part of it.
Create a Withdrawal. Enter the payee and the amount. Open the Split. Enter one category, a memo, and an amount. Click check, then OK, then enter. The transaction is now in the ledger. KMM has copied the category to the main window, but not the memo. If you edit the transaction, and open the split, the memo is lost, but not the category nor the amount. KMM has lost information it had previously accepted. To me, that is a bug. (OK, a tiny one!)

The behaviour is the following:
- if a transaction has only 2 splits (for example, an asset account and a category), the memo of the account overwrites the one of the category.
- if a transaction has more than 2 splits, each split gets its own memo.

The example I mentioned was not for an split investment transaction (which BTW I have not tried); it was for a regular Deposit/Withdrawal transaction in a checking account ledger.

The behaviour I mentioned is valid for all kinds of transactions.

Is the behavior then different in 1.0.x compared to 4.5.x?

No, it should be the same. This has been there for at least 2 years

can you reproduce the behavior georgetoon observed?

If you use the split editor for a simple transaction, and you enter a memo on it, it will be overwritten by the memo of the main split.

As I said before, it is intended behaviour.

it will be overwritten by the memo of the main split

I see now. Also if there is no main memo.