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Report Writer feedback

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kris

23 Mar, 2021 07:58 PM

Hi Mike
I've been exploring your Report Writer extension and must say I'm pretty impressed. I do like to play around with my data and after all the effort to get data into Moneydance, I now want to get it out again :-) and report writer would offer just what I need.
But when checking a generated transaction file, it looks like the exported categorie is not complete: only the subcategorie is exported , not the parent categorie.
cheers, Kris

1. 1 Posted by Mike Bray on 24 Mar, 2021 08:32 AM

   

   Thanks kris
   Yes you are right.  Would you want just the immediate parent or would
   you want to goup the chain?  Each parent category would have to be a
   separate field.
   Regards
   Mike

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2. 2 Posted by Mike Bray on 24 Mar, 2021 08:46 AM

   

   A work around is to output the categories at the same time. This will give you a table where you can look up the parent.

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3. 3 Posted by kris on 24 Mar, 2021 04:36 PM

   

   Hi Mike
   I'm using a 2 level structure with category / subcategory, but I begin to realize that in MD it is possible to have even 3 or more levels....
   With that in mind, it think it would be easies to export the FullName of the category in the transaction output, just like in the output of the categories.
   With the current transaction output, I cannot do a lookup to the parent as some of my subcategory names are reused in multiple categories.

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4. 4 Posted by Mike Bray on 25 Mar, 2021 09:22 AM

   

   OK, I will add the full name. It might take a few days.
   Regards
   Mike

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5. 5 Posted by PaulF on 25 Mar, 2021 03:12 PM

   

   Hi Mike - Many thanks once again for a great new tool. I am trying to use this to produce a report of expenditure by month by Parent Category. MD does not appear to be able to produce just a summary report without the subcategories (like Ms Money used to). So the Parent Category and the Category would be really useful. For example the top level expense is "Household Expenses" and the next sub category "Heating" . So if I understand MD correctly there will be three categories 1, The Root/file name 2. Household Expenses 3. Heating. So ideally it would make sense to output these as separate fields. Hope this makes sense Many thanks in advance. Paul

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6. 6 Posted by Mike Bray on 26 Mar, 2021 10:17 AM

   

   Hi Paul, putting out the full category name willl give you the
   information but not in a easy to use format.  Outputting individual
   fields raises an issue.  MD can go down to several layers so ''How many
   fields do you allow for?'.

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7. 7 Posted by Stuart Beesley ... on 26 Mar, 2021 10:47 AM

   

   Personally, I would prefer the full account name..... E.g. xxx:yyyy:aaaa:bbbb

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8. 8 Posted by PaulF on 26 Mar, 2021 05:57 PM

   

   Hi Mike - I only use two level of income and expense category (ie standard MD) if that helps... Thanks for this.Paul

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9. 9 Posted by tonyt on 28 Mar, 2021 08:36 AM

   

   Please could you tell me where to find this. Is it installed as an extension?
   Thanks...

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10. 10 Posted by Stuart Beesley ... on 28 Mar, 2021 09:49 AM

    

    Extension = yes
    https://infinitekind.tenderapp.com/discussions/general-questions/10...

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11. 11 Posted by Mike Bray on 29 Mar, 2021 02:27 PM

    

    I have uploaded build 3030. I have added 2 fields to transaction, Parent Category and Full Category Name.

    https://bitbucket.org/mikerb/moneydance-2019/downloads/

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12. 12 Posted by kris on 29 Mar, 2021 06:31 PM

    

    perfect, looks great, thanks !

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13. 13 Posted by PaulF on 31 Mar, 2021 03:42 PM

    

    Many thanks Mike - just what I was after. Paul

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14. 14 Posted by kris on 07 Apr, 2021 04:19 PM

    

    Hi Mike,
    I think I have come across 2 issues
    - in the transactions csv extract, the field AccountName is the same as the TransAcct.
    - in the investment transactions csv extract, for crypto currencies set up as a security the price is 1000x too small.

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15. 15 Posted by kris on 07 Apr, 2021 07:09 PM

    

    Hi
    I was slightly wrong with the crypto issue: the difference is 10000 (not 1000)
    I figured this is because they have been registered with 8 decimal places unlike other securities with only 4 decimal places and relates to how values are stored in Moneydance, as a fixed point
    (https://infinitekind.tenderapp.com/discussions/general-questions/5867-change-the-number-of-decimal-places-for-securities)
    The price is not essential in what I'd like to do, and I could work around it , but it would seem logic though to have the correct price in the extract

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16. 16 Posted by Mike Bray on 08 Apr, 2021 06:11 AM

    

    OK, thanks for the feedback, I will have a look

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17. 17 Posted by Mike Bray on 08 Apr, 2021 11:21 AM

    

    I have corrected the last two issues and uploaded it to Downloads, please try it out.

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18. 18 Posted by kris on 08 Apr, 2021 06:48 PM

    

    thanks Mike, looks fine now !

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19. 19 Posted by SteveH42 on 08 Apr, 2021 09:35 PM

    

    I too have been having a play and greatly impressed! I have noticed in the latest builds 3030 and 3031 that the folder icons on the Parameter Settings window no longer seem to work.

    Also, are you planning any sort of quick guide to using the extension - specifically in relation to using it with Jasper Reports?

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20. 20 Posted by Mike Bray on 09 Apr, 2021 08:49 AM

    

    Please read the Wiki as mentioned in the original post. See
    https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer

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21. 21 Posted by Mike Bray on 09 Apr, 2021 08:53 AM

    

    Hi @steveh42 the folder icons work for me. If you can reproduce please post the errlog.txt file from .moneydance folder and let me know what operating system you are working on.

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22. 22 Posted by SteveH42 on 09 Apr, 2021 09:27 AM

    

    Hi Mike
    I am running MD build 3064 on Windows 10 build 19042
    Attached is the error.txt file

    • errlog.txt 60.7 KB
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23. 23 Posted by SteveH42 on 09 Apr, 2021 09:31 AM

    

    Re:
    Please read the Wiki as mentioned in the original post. See
    https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer

    Thanks Mike. I have read this, and whilst it is quite comprehensive, I had a few issues that I couldn’t resolve from this document.

    Perhaps I can draft some specific questions?

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24. 24 Posted by Mike Bray on 09 Apr, 2021 02:44 PM

    

    Thanks, that is easy to fix.
    regards Mike

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25. 25 Posted by Mike Bray on 09 Apr, 2021 02:44 PM

    

    Please do, happy to help and amend the wiki.

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26. 26 Posted by Mike Bray on 09 Apr, 2021 03:00 PM

    

    Please download the new version (3031.01) from https://bitbucket.org/mikerb/moneydance-2019/downloads/ it will hopefully work.

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27. 27 Posted by SteveH42 on 09 Apr, 2021 03:50 PM

    

    Sorry Mike but this new version still doesn't work. The folder icons work on the main screen, it's just the three on the Parameter Settings dialog box.

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28. 28 Posted by Mike Bray on 10 Apr, 2021 07:58 AM

    

    Hi Steve, please can you post the errlog.txt file.
    Thanks
    Mike

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29. 29 Posted by SteveH42 on 10 Apr, 2021 11:30 AM

    

    As requested.

    • errlog.txt 29 KB
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