Last Fiscal year shows incorrect end date in leap year

treasurer's Avatar

treasurer

21 May, 2024 11:56 AM

Our accounting year runs from 1st March to the last day of February. When I select the Last fiscal year for a report the final date is given as 28/02/2024: this is incorrect as it should be 29/02/2024. To get a correct report for the year I have to manually adjust the end date.

However if I set the dates from 1/3/2023 to the present and group by fiscal year it correctly reports the last fiscal year as ending on 29/2/2024. Also the Last fiscal quarter gives the correct end date (29/2/2024)

Please fix the Last fical year filter.

  1. Support Staff 1 Posted by Maddy on 22 May, 2024 08:38 AM

    Maddy's Avatar

    Thanks for the suggestion for improving Moneydance! I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Stuart Beesley ... on 25 May, 2024 08:26 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Ok. I’ve worked out the issue. The system calculates the last day in the current fiscal year first and then decrements the year. This logic needs to be reversed.

  3. 3 Posted by Stuart Beesley ... on 25 May, 2024 10:37 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Out of interest, is this a company fiscal period or a country’s tax period (which country)?

  4. 4 Posted by treasurer on 25 May, 2024 10:42 AM

    treasurer's Avatar

    Hi Stuart,

    Thank you for looking into this.

    It is the accounting year for a UK charity (Ipswich Choral Society).

    Kind regards,

    Lionel

    On 25/05/2024 11:37, Stuart Beesley (Mr Toolbox) wrote:

  5. 5 Posted by Stuart Beesley ... on 25 May, 2024 11:28 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    FYI. I have a feeling that the latest date range chooser where you can offset periods will also cause a similar issue (if you are using that).

  6. 6 Posted by treasurer on 25 May, 2024 11:31 AM

    treasurer's Avatar

    Thanks for pointing that out.

    I haven't yet discovered the offset option.

    Lionel

  7. 7 Posted by Stuart Beesley ... on 27 May, 2024 07:03 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    This and other related issues are fixed in the latest alpha

    (For testing only)

  8. 8 Posted by Stuart Beesley ... on 31 May, 2024 06:31 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    This is fixed in the PREVIEW 2024.2(5130)
    https://infinitekind.com/preview

  9. 9 Posted by treasurer on 03 Jun, 2024 04:10 PM

    treasurer's Avatar

    Good afternoon,

    Thank you for sorting this so promptly!

    Kind regards,

    Lionel

    ____________

    /Lionel Mackay
    [email blocked] /

    //

    /Ipswich Choral SocietyRegistered Charity No 278866
    /

    On 31/05/2024 19:31, Stuart Beesley (Mr Toolbox) wrote:

  10. Maddy closed this discussion on 03 Jun, 2024 04:14 PM.

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