Memorized report showing wrong transactions

jtbayly's Avatar

jtbayly

19 Jan, 2021 02:11 AM

I'm a new user, so perhaps I'm not understanding something about memorized reports?

I want to have a report that always shows me all of my uncleared transactions in the last 12 months. I've set up a transaction filter report where I have specified those two criteria. But it's showing me (some) cleared transactions.

I thought this was an issue with me not understanding how to get memorized reports to work, but it appears to me that it is just with any transaction filter report.

Is this a bug or am I just missing something?

Thanks in advance.

  1. 1 Posted by mhoggie on 19 Jan, 2021 02:19 AM

    mhoggie's Avatar

    just a user,

    memorized reports are just normal reports saved with your settings.
    Which report are you running?

  2. 2 Posted by tgilbert666 on 19 Jan, 2021 02:28 AM

    tgilbert666's Avatar

    https://infinitekind.tenderapp.com/discussions/general-questions/96...

    I'm just a fellow user, and you'll note from the link above that this was to be a matter of "days or weeks, not months or years" um, seven MONTHS ago!!

    Moneydance is a fine program with a lot of very useful features. Unfortunately, some items fall through the gaps leaving holes . . .

    An Uncleared Transaction Report (or the ability to create one) remain a hole....

    Using the Find & Replace extension is a poor and somewhat inadequate workaround, depending upon need.

  3. 3 Posted by jtbayly on 19 Jan, 2021 03:19 AM

    jtbayly's Avatar

    Unbelievable. I think I might have to ask for a refund.

  4. 4 Posted by Stuart Beesley ... on 19 Jan, 2021 05:41 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I just checked, and I see the same issue.... Perhaps not what you wanted, but you can run my extract_account_registers_csv script/extension. This extracts to a csv file which you double-click to open in excel, you can easily filter from there...

    >> If this will work for you, then I am willing to add a filter for status too... Let me know after you've tried it>

    You will have to download and install it manually. Link here:
    https://yogi1967.github.io/MoneydancePythonScripts/
    The instructions are on the page.
    If you are on MD 2021 build 2012 or later (ideally build 3034 from the preview site) then you can install as an extension and just use the menus to run.. Otherwise use the script version..

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