Unfortunately, it's the "clean up the data as desired" that makes this - as you rightfully point out - an unreasonable workaround . I typically work through this exercise on a monthly basis, re-running the report iteratively perhaps 5 or 6 times until I have attended to all uncleared items.
I'm a big advocate for Moneydance and like it immensely. Unfortunately, it's this type of straightforward but ignored functionality bug that caused me to move TO Moneydance from "elsewhere" and - unfortunately - it's exactly this type of obstacle (and the perceived lack-of-attention to it) that would cause me to move again. . . (There's a number of such obstacles - they're accumulating!)
At the risk of this task becoming even more unreasonable... a simple macro could perform the repetitive cleanup.
Repetition is what macros do. Writing a cleanup macro should be able to be done automatically and it's a once-and-done process.
I do commiserate with your assessment of 'ignored functionality' of some of the more basic aspects of MD. It is troubling but aside from the sunset version of Microsoft Money (which I use in parallel to MD) I've yet to find a decent replacement for MD.
Sean Reilly on 08 Jun, 2020 10:20 PM
Yes, this is something that's been left unimproved for a while in Moneydance, but your post was forwarded to me recently and got me thinking. It sounds like a general set of filters in the transactions report would make a big difference with this and I've started adding it. I can't give an ETA on when this will be in, but I'm sure it will be a matter of days or weeks and not months or years.