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Transaction Filter

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michael

03 Jun, 2024 09:46 AM

I have had no response to my earlier ticket. I see from todays update that an issue with the Transaction Filter has been adressed but not the one I ticketed.
Some text in the Memo field is not filtered in.
I attach 3 screenshots. I have a standard TF report that filters on the Memo field by ref to text "DIVIDEND xxx" Despite copying and pasting from the actual field I can no longer return items. You can see the text in the register, the TF set up and the nil output..
I use these reports a lot and it is very annoying to find them not working. I should add that some text will filter correctly. I cannot see why this text wont . If you want some data to try it yourself I can do that privately.

• 2024-06-03_(3).png 187 KB
• 2024-06-03_(2).png 114 KB
• 2024-06-03_(1).png 114 KB
• 2024-06-03.png 146 KB

1. Support Staff 1 Posted by Maddy on 07 Jun, 2024 04:09 PM

   

   Hi Michael,
   Firstly, please accept my sincere apologies for the delay in responding to your query.

   We've just released a new version that should correct the problem for you.

   Moneydance 2024.2 (5132) is now 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

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2. 2 Posted by michael on 10 Aug, 2024 08:32 AM

   

   Now seen your reply. No idea why it hasnt popped up before.
   Im currently running 5142 and the problem remains. I see from others that they to have this issue and ssee my comments on the other ticket

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3. 3 Posted by michael on 10 Aug, 2024 08:44 AM

   

   I can add to the above. Starting with a clean report set up I have managed to get it to return some items marked "DIVIDEND xxx" by putting just the letter D in the memo field search. It also works with "DI" but not with "DIV" or any further letters!

   I asked it to sub total on months and it missed 4 of the last 12 months completely and randomly despite dozens of identical transactions.

   Im happy to send a data set privately if that helps.

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4. 4 Posted by Stuart Beesley ... on 10 Aug, 2024 10:00 AM

   

   @Michael what type of txns/account? Investment or bank?

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5. 5 Posted by michael on 10 Aug, 2024 10:13 AM

   

   Stuart

   Investment account. I can send you a data set if this email is private to you?

   Its really odd as there seems to be no obvious consistency except it definitely doesn't like some words and it seems that its words that are elsewhere in the transaction

   Eg its ok with DI but not DIV which does appear elsewhere!

   Michael

   [email blocked]<mailto:[email blocked]>

   +447850 855555

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6. 6 Posted by Stuart Beesley ... on 10 Aug, 2024 10:23 AM

   

   FYI - I am NOT IK support... I am just another user... I am happy to look at your dataset, but I understand if you don't want to send to me...

   As an alternative... You could send a right click, show raw details output for one that it finds and one that it does not....

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7. 7 Posted by michael on 10 Aug, 2024 10:31 AM

   

   Stuart

   We have had extensive communication previously and I am happy to send "Mr Toolbox" a dataset!

   I cant see where to right click for raw data for a report. Can you point me to it?

   Michael

   [email blocked]<mailto:[email blocked]>

   +447850 855555

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8. 8 Posted by Stuart Beesley ... on 10 Aug, 2024 10:34 AM

   

   email me
   ...

   You select a txn, then right-click... then show record details or show raw details...

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9. 9 Posted by Stuart Beesley ... on 10 Aug, 2024 10:35 AM

   

   ...

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10. 10 Posted by michael on 10 Aug, 2024 10:35 AM

    

    Your message is ready to be sent with the following file or link attachments:

    extract_data_extension.dict
    key
    MRBPreferences.dict2
    securityquoteload.bpam2
    settings-20240307-0934_$SAVED$
    settings-20240407-1200_$SAVED$
    settings-20240407-1202_$SAVED$
    settings-20240528-1333_$SAVED$
    settings-20240528-1334_$SAVED$
    settings-20240725-1934_$SAVED$
    StuWareSoftSystems.dict
    toolbox_move_merge_investment_txns_extension.dict
    toolbox_update_log

    Note: To protect against computer viruses, email programs may prevent you from sending or receiving certain types of file attachments. Check your email security settings to determine how attachments are handled.

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11. 11 Posted by michael on 10 Aug, 2024 10:37 AM

    

    Michael Moss would like to recall the message, "Transaction Filter [Problems #101480]".

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12. 12 Posted by michael on 10 Aug, 2024 10:42 AM

    

    This one worked with the filter set to D or DI but not to DIV

    Ill send you the same one not working plus one that should have worked but didn't on account of the missed dates

    Michael

    [email blocked]<mailto:[email blocked]>

    +447850 855555

    • 2024-08-10.png 187 KB
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13. 13 Posted by Stuart Beesley ... on 10 Aug, 2024 12:36 PM

    

    FYI - The transaction filter memo code has now been fixed and the fix will appear in preview/alpha 5144… Your DIVIDEND REIT now rows and a total etc..

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