reports

Janet's Avatar

Janet

13 May, 2024 06:39 PM

Reports not working. Have Moneydance 2024.

  1. 1 Posted by tonyt on 14 May, 2024 06:24 AM

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    You will need to provide a bit more information. What is not working exactly? Some screen shots of your report settings would be helpful too. i am sure someone here will be able to help once the problem has been identified.

  2. 2 Posted by Janet Geronime on 15 May, 2024 04:34 PM

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    screen shot attached

  3. 3 Posted by derekkent23 on 15 May, 2024 04:50 PM

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    I am not support staff, just a user.
    Hi Janet

    For support or others to help could you post the version/build of Moneydance you are running. e.g. 2024.1(5118)

    Also click on the EDIT button in your screen shot and post a screen shot of that so we can see the details of the report you are trying to generate. Perhaps the setting are not set up correctly.

    On Windows 11 Moneydance 2024.1(5120) the Portfolio report is working for me.

  4. 4 Posted by Janet Geronime on 15 May, 2024 05:15 PM

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    Version 2024.1 (5118) on MacBook Pro.
    screen shot attached.

  5. 5 Posted by derekkent23 on 15 May, 2024 06:13 PM

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    I am not support staff, just a user.
    Hi Janet

    From the screen shot none of the Investment Accounts/Securities seem to be selected. None of the boxes ticked. I cant see all the list from the screen shot but is it possible nothing has been selected so there is nothing for the report to work on.

  6. 6 Posted by Janet Geronime on 15 May, 2024 07:08 PM

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    Here's another screen shot showing accounts/securities. selected. I also tried to change the date and the program will not let me do that.

  7. 7 Posted by derekkent23 on 15 May, 2024 07:46 PM

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    I am not support staff, just a user.
    Hi Janet

    When you click in the date box a calendar should appear to allow you to set the date.
    Try clicking the RESET button and select your Securities and Date again.

    Hope this helps.

  8. 8 Posted by tiwhi2 on 17 May, 2024 06:51 PM

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    I am having the same problem. Stuck on “generating” screen. I have tried different reports, changed dates, used “reset”button, etc.

    Nothing seems to advance me to a generated report. I have never had a problem in previous versions.

    Using latest Moneydance version on Mac OS Sonoma

  9. 9 Posted by derekkent23 on 17 May, 2024 07:07 PM

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    I am not support staff, just a user.
    Hi

    I cant reproduce the problem on Windows 11 Moneydance 2024.1(5118).
    I don’t have a Mac so the only thing I can suggest is after a report fails to generate you close Moneydance and find the Moneydance file error.log and post that. It may provide some indication of what’s going on.

  10. 10 Posted by tiwhi2 on 17 May, 2024 08:18 PM

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    Thanks for responding. Where do I find the file error log?

    I was able to work around it by restarting program with an older version just to generate reports. Then I went back to new version to log my transactions.

  11. 11 Posted by derekkent23 on 17 May, 2024 09:11 PM

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    I am not support staff, just a user.
    Hi Merry

    I am not a Mac user so I don’t know the current location were the error.log file is located.
    If you can’t find it yourself maybe a Mac user could help.
    Instead after a failure to generate a report and before closing Moneydance if you can click HELP – CONSOLE WINDOW and then SAVE to create a file and post that, it may help.

  12. 12 Posted by dwg on 17 May, 2024 09:42 PM

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    On a Mac, the error log should be located at one of these locations within your Home folder:

    macOS Big Sur and later:
    ~/Library/Containers/Moneydance/Data/Library/Application Support/Moneydance/errlog.txt

    macOS X Lion until macOS X Catalina:
    ~/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt

    macOS X Snow Leopard and earlier:
    ~/Library/Application Support/Moneydance/errlog.txt

    If you have any trouble finding your Home Library folder you can open Finder and hold down the option key while selecting the Go menu and the Library folder option should occur or you can open Finder and select Go -> Go to Folder and copy and paste in the following:

    ~/Library

    This should pull up your local Library folder.

    Some Moneydance files/folders on macOS are likely to be hidden, on macOS to show hidden files the key sequence CMD-SHIFT-DOT (that’s a period or ‘.’) will show them.

  13. 13 Posted by dtd on 17 May, 2024 11:50 PM

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    I'm on a Macbook Pro, with Sonoma 14.4.1, and was able to pull up a Portfolio report for 3/31/2024 without an issue.

    So, yes, an errlog report, or even a window console might reveal some information.

  14. 14 Posted by tiwhi2 on 18 May, 2024 06:00 AM

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    Thanks to dwg. Great instructions to find Mac OS error log. Thank dtd also for your reply.

    I am truly indebted to you all and appreciate anyone who can interpret error logs and guide me to solving this.

    Mac OS error log and MD console log are attached

  15. 15 Posted by windbreaktasham... on 26 Jun, 2024 01:39 PM

    windbreaktashamanta's Avatar

    Everything is fine on my MacBook. There’s simply https://studyhelper.com/argumentative-essay-samples or subtracting here. Keep up the good work as they say. This is already normal, wow.

  16. Support Staff 16 Posted by Maddy on 27 Jun, 2024 12:26 PM

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    A new update was released on Jun 21st.
    You may want to try running this:

    Moneydance 2024.2 (5139) is available to download from this page.

    For a full list of improvements in the preview version, please refer to this page.

    We recommend overwriting or manually removing the older version.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  17. 17 Posted by tiwhi2 on 27 Jun, 2024 05:20 PM

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    This solved generating my portfolio report.  Now I don’t have to close and reopen in the previous version just to run the report.

    I really appreciate all the work that you and your support team do to keep us all productive.

    Thanks to all
    Merry
    Sent from my iPad

    On Jun 27, 2024, at 5:27 AM, Maddy <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Maddy (Support staff)

    A new update was released on Jun 21st.
    You may want to try running this:

    Moneydance 2024.2 (5139) is available to download from this page.

    For a full list of improvements in the preview version, please refer to this page.

    We recommend overwriting or manually removing the older version.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

    On Wed, Jun 26 at 06:39 AM PDT, windbreaktashamanta wrote:

    Everything is fine on my MacBook.

    Having trouble reading this? View this discussion online: reports.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  18. Support Staff 18 Posted by Maddy on 01 Jul, 2024 01:25 PM

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    Fantastic news!
    I'm glad it worked.
    I'll close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  19. Maddy closed this discussion on 01 Jul, 2024 01:25 PM.

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