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Truncated Categories in "Transaction Filter" Report

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fj58

13 Jul, 2026 11:02 PM

MD 2024.4 (5253) – W11

Like many I have nested categories:

          Main01:Sub01:Sub02 …
          Main02:Sub01:Sub02 …

For some reason in Reports -> Transaction Filters only the last category item “(Sub02” in the examples above) is reported/displayed. Said another way, neither "Main01:" and "Main02:" nor "Sub01:" are reported/displayed.

AFAIK, all other reports display the fully nested category (like the examples above).

I believe I have toggled/de-toggled all combinations of options with no change of behavior.

Additionally, there seems to be no change of behavior regardless of search parameters I use.

What am I missing?

  1. 1 Posted by dwg on 14 Jul, 2026 12:05 AM

    dwg's Avatar

    I have run such a report on a test data set, not seeing a problem

  2. 2 Posted by fj58 on 14 Jul, 2026 03:50 AM

    fj58's Avatar

    Thank you @dwg

    Seeing that your report didn't show Account, I fiddled with "Show Full Account Paths" toggle: Enable and voilà I get "Main01:Sup01:Sub03 ..." Disable it and I only get the rightmost [sub] category.

    Two questions:

    1. What happens to your nested categories "Automotive:Fuel", "Bond Account:Govt Bond ...", and "Investment Account:Acme ..." when you deselect "Show Full Account Paths?"

    2. Where is column "Account?" I find no means to suppress it.

  3. 3 Posted by dwg on 14 Jul, 2026 05:45 AM

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    If you have disabled show full account paths then you will only get the actual category the transaction is in, rather than the category structure.

    Categories are just a specific type of account, so the category:sub category:sub... structure is the account path.

    You cannot suppress columns, reports are really a query template, there is no report writer in Moneydance so you cannot choose what to show or not show.

  4. 4 Posted by fj58 on 14 Jul, 2026 01:35 PM

    fj58's Avatar

    @dwg

    Thank you. (Curious why the toggle is not "Show Full Categories" or similar ...)

    I am closing this thread

  5. fj58 closed this discussion on 14 Jul, 2026 01:35 PM.

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