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.
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
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?'.
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.