tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/110061-report-writer-feedbackInfinite Kind: Discussion 2021-07-13T21:20:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-24T08:32:52Z2021-03-24T08:32:52ZReport Writer feedback<div><p>Thanks kris<br>
Yes you are right. Would you want just the immediate parent or would<br>
you want to goup the chain? Each parent category would have to be a<br>
separate field.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-24T08:46:03Z2021-03-24T08:46:03ZReport Writer feedback<div><p>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.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-24T16:36:40Z2021-03-24T16:36:41ZReport Writer feedback<div><p>Hi Mike<br>
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....<br>
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.<br>
With the current transaction output, I cannot do a lookup to the parent as some of my subcategory names are reused in multiple categories.</p></div>kristag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-25T09:22:51Z2021-03-25T09:22:51ZReport Writer feedback<div><p>OK, I will add the full name. It might take a few days.<br>
Regards<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-25T15:12:03Z2021-03-25T15:12:03ZReport Writer feedback<div><p>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</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-26T10:17:41Z2021-03-26T10:17:41ZReport Writer feedback<div><p>Hi Paul, putting out the full category name willl give you the<br>
information but not in a easy to use format. Outputting individual<br>
fields raises an issue. MD can go down to several layers so ''How many<br>
fields do you allow for?'.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-26T10:47:15Z2021-03-26T11:14:59ZReport Writer feedback<div><p>Personally, I would prefer the full account name..... E.g. xxx:yyyy:aaaa:bbbb</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-26T17:57:24Z2021-03-26T17:57:24ZReport Writer feedback<div><p>Hi Mike - I only use two level of income and expense category (ie standard MD) if that helps... Thanks for this.Paul</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-28T08:36:39Z2021-03-28T08:36:39ZReport Writer feedback<div><p>Please could you tell me where to find this. Is it installed as an extension?<br>
Thanks...</p></div>tonyttag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-28T09:49:55Z2021-03-28T09:49:55ZReport Writer feedback<div><p>Extension = yes<br>
<a href="https://infinitekind.tenderapp.com/discussions/general-questions/108251-new-reporting-extension">https://infinitekind.tenderapp.com/discussions/general-questions/10...</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-29T14:27:46Z2021-03-29T14:27:46ZReport Writer feedback<div><p>I have uploaded build 3030. I have added 2 fields to transaction, Parent Category and Full Category Name.</p>
<p><a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-29T18:31:48Z2021-03-29T18:31:48ZReport Writer feedback<div><p>perfect, looks great, thanks !</p></div>kristag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-03-31T15:42:48Z2021-03-31T15:42:48ZReport Writer feedback<div><p>Many thanks Mike - just what I was after. Paul</p></div>PaulFtag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-07T16:19:05Z2021-04-07T16:19:06ZReport Writer feedback<div><p>Hi Mike,<br>
I think I have come across 2 issues<br>
- 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.</p></div>kristag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-07T19:09:29Z2021-04-07T19:09:31ZReport Writer feedback<div><p>Hi<br>
I was slightly wrong with the crypto issue: the difference is 10000 (not 1000)<br>
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<br>
(<a href="https://infinitekind.tenderapp.com/discussions/general-questions/5867-change-the-number-of-decimal-places-for-securities">https://infinitekind.tenderapp.com/discussions/general-questions/58...</a>) 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</p></div>kristag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-08T06:11:50Z2021-04-08T06:11:50ZReport Writer feedback<div><p>OK, thanks for the feedback, I will have a look</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-08T11:21:21Z2021-04-08T11:21:21ZReport Writer feedback<div><p>I have corrected the last two issues and uploaded it to Downloads, please try it out.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-08T18:48:15Z2021-04-08T18:48:16ZReport Writer feedback<div><p>thanks Mike, looks fine now !</p></div>kristag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-08T21:35:23Z2021-04-08T21:35:23ZReport Writer feedback<div><p>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.</p>
<p>Also, are you planning any sort of quick guide to using the extension - specifically in relation to using it with Jasper Reports?</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T08:49:48Z2021-04-09T08:49:48ZReport Writer feedback<div><p>Please read the Wiki as mentioned in the original post. See<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer">https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer</a></p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T08:53:52Z2021-04-09T08:53:52ZReport Writer feedback<div><p>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.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T09:27:00Z2021-04-09T09:27:00ZReport Writer feedback<div><p>Hi Mike<br>
I am running MD build 3064 on Windows 10 build 19042<br>
Attached is the error.txt file</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T09:31:57Z2021-04-09T09:32:36ZReport Writer feedback<div><p>Re:<br>
Please read the Wiki as mentioned in the original post. See<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer">https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer</a></p>
<p>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.</p>
<p>Perhaps I can draft some specific questions?</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T14:44:02Z2021-04-09T14:44:02ZReport Writer feedback<div><p>Thanks, that is easy to fix.<br>
regards Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T14:44:51Z2021-04-09T14:44:51ZReport Writer feedback<div><p>Please do, happy to help and amend the wiki.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T15:00:07Z2021-04-09T15:00:07ZReport Writer feedback<div><p>Please download the new version (3031.01) from <a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a> it will hopefully work.</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-09T15:50:40Z2021-04-09T15:50:40ZReport Writer feedback<div><p>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.</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-10T07:58:30Z2021-04-10T07:58:30ZReport Writer feedback<div><p>Hi Steve, please can you post the errlog.txt file.<br>
Thanks<br>
Mike</p></div>Mike Bray (Quote Loader Author)tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-10T11:30:39Z2021-04-10T11:30:39ZReport Writer feedback<div><p>As requested.</p></div>SteveH42tag:infinitekind.tenderapp.com,2009-01-14:Comment/491034142021-04-12T07:15:18Z2021-04-12T07:15:18ZReport Writer feedback<div><p>Hi Steve, the folder names in the preferences file have become corrupt. Please can you type in a valid folder name in each field and click on the OK button. When it all starts up click on the wheel button (Settings) at the bottom and try again with the</p></div>Mike Bray (Quote Loader Author)