tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/78765-report-problemInfinite Kind: Discussion 2022-06-23T10:00:18Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/509972822022-03-22T14:45:11Z2022-03-22T14:45:11ZReport Problem<div><p>Hi Paul,<br>
Thank you for contacting Moneydance support.</p>
<p>Select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You should amend the category within this panel, then select 'Confirm'.</p>
<p>You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.</p>
<p>As you go through this process it will become quicker and easier. Moneydance will begin to recognize the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.</p>
<p>The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve as you confirm more transactions.</p>
<p>For further details, please refer to <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/recognise-downloaded-data">this article</a> and also <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">this</a>.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/509972822022-03-23T18:43:16Z2022-03-23T18:43:22ZReport Problem<div><p>Thanks for your response, but this sounds complicated.<br>
I finally just selected all the transactions that the report put in register then deleted them. I don't want reports putting transactions in my current register.</p>
<p>But, I'm still having trouble getting a report that I can search in. I have a Transaction Report for 2021 and that's good. There is a search box, top right, but I can't put anything in it. Like I want to be able to search for what I paid a particular doctor or Hospital in 2021. A custom report with certain Payees or categories would be nice.</p>
<p>Thanks; Paul</p></div>bigbear15tag:infinitekind.tenderapp.com,2009-01-14:Comment/509972822022-03-24T09:55:08Z2022-03-24T09:55:08ZReport Problem<div><p>Generally, you can find a full list of Report Types and Uses, in <a href="https://infinitekind.tenderapp.com/kb/graphs-and-reports/report-types-and-uses">this article</a> of the Knowledge Base.</p>
<p>I'd recommend using the 'Income and Expense' report, or the 'Income and Expense, Detailed' report.<br>
Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).</p>
<p>When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.</p>
<p>At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - <strong>'Show: By Individual'</strong>. This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy