income & expense reports

janet's Avatar

janet

16 Mar, 2020 04:48 PM

After printing income and expense reports i have found a few mistakes in the categories that needed to be changed. I tried clicking on the report to open the transaction & change it. It wouldn't allow me to make any changes. So i went to the register and found the transaction and changed the category. When I open the income and expense report it has not made the change for the category. I tried closing out of money dance and going back in...to no avail it will not refresh and move the transaction to the new category.

  1. 1 Posted by dwg on 16 Mar, 2020 08:26 PM

    dwg's Avatar

    I'm a fellow user.

    I would go back and make sure that the category for the transaction has indeed been changed. then take another look at the report, if it is still the same I would suggest you try resetting the report and set the parameters and run it again.

    If you are still having problems I suggest posting screen images of the transaction in question and the report that is being produced.

  2. 2 Posted by Bevel Hueftle on 17 Mar, 2020 01:10 AM

    Bevel Hueftle's Avatar

    Thanks that worked. I had changed the category but I must not have saved
    it.

  3. System closed this discussion on 16 Jun, 2020 01:20 AM.

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