Advanced Search is not working on last Update

Douglas's Avatar

Douglas

02 Jun, 2022 11:38 PM

Hi There,
A search that I regularly do on Advanced Search is Reconciling Transactions AND Account from which I want to see them... After last update this AND search stopped working, so I cannot filter out the transactions from a particular account. Could this please be looked at and push a fix as soon as possible.
Thanks.

  1. 1 Posted by crlinder on 14 Jun, 2022 08:20 PM

    crlinder's Avatar

    I also am having problems with Advanced Search when the "And" Combined Criteria option is chosen. In my case, I am using the Account, Date and Tags criteria. The search finds an entry with the specified criteria, but when I attempt to generate a report, I get a "There is nothing to report!" box. However, if I use only the Account and Date criteria, I find the same entry and can generate a report. The report that is generated has an entry that includes the Tag used in the original search that included that criterion.

    Please repair Advanced Search ASAP, as I depend on this function to quickly find related sets of entries and to assess the total value of those entries. Thanks.

  2. 2 Posted by crlinder on 19 Jun, 2022 09:05 PM

    crlinder's Avatar

    Has the problem yet been listed as a confirmed bug? Is there a timeline for fixing it?

  3. Support Staff 3 Posted by Maddy on 20 Jun, 2022 12:18 PM

    Maddy's Avatar

    Hi,

    We are sorry to hear about the problem you have encountered.

    Unfortunately this is a known bug in Moneydance. There's an existing ticket in our ticketing system regarding this issue, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by Stuart Beesley ... on 21 Jun, 2022 06:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    FYI - I just happened to be using this too and the selection filter for Categories just doesn't do anything at all... I just peeked the code and the category logic is simply missing.... So this needs adding back in too.

  5. 5 Posted by Stuart Beesley ... on 21 Jun, 2022 11:51 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Also, it doesn't appear to be showing the reconciling yellow diamond properly.. It seems to be showing the 'other side's' status...

  6. 6 Posted by Beale Dabbs on 23 Jun, 2022 09:47 PM

    Beale Dabbs's Avatar

    I'm having a similar problem. I'm trying to search by tag, last year, and an individual category. It's spitting out results for the tag but with all years and categories. Combined with tags, advanced search is the most important feature of this software for my use.

  7. 7 Posted by crlinder on 30 Jul, 2022 06:28 PM

    crlinder's Avatar

    Is there a projected date for when the Advanced Search function will be restored?

  8. 8 Posted by derekkent23 on 30 Jul, 2022 08:31 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi crlinder

    Possible one of the bug fix you are looking for.
    Preview build 2022.5(4088) https://infinitekind.com/preview
    Change log
    * Fix category filtering in advanced search window

    Hope this helps

  9. 9 Posted by crlinder on 30 Jul, 2022 08:41 PM

    crlinder's Avatar

    Thank you, Derek.

    It does appear that the preview is supposed to fix the issue, although I'm generally leerly of installing beta software. Has anyone in this topic tried this preview build already?

  10. 10 Posted by derekkent23 on 30 Jul, 2022 08:51 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi crlinder

    I am happily running this preview build without any issues since it was released.
    Always do a Moneydance Export Backup before any update.

    Hope his helps

  11. 11 Posted by crlinder on 04 Aug, 2022 03:02 PM

    crlinder's Avatar

    Derek,

    I downloaded and installed the latest beta for Moneydance, and the problem I originally reported is still occurring. When I use the combination of Account, Date and Tag, run the search and then Generate Report, it says there is nothing to display even though when I leave off the Tag part of the search and Generate Report, it shows an entry with the tag I originally specified.

    I hope the developers are checking this thread so they know the problem has not been solved.

  12. 12 Posted by crlinder on 19 Aug, 2022 02:22 PM

    crlinder's Avatar

    I just installed the latest version of Moneydance (2022.5 (4091)), which says that the problem with Advanced Search has been fixed. Unfortunately, that isn't correct. I tried the combination of search fields that I originally reported a problem with, and I still get a "There's nothing to report!" dialogue even when there is one or more entries that match the conditions of the search.

    Here's my original post about the problem:

    I am using the Account, Date and Tags criteria. The search finds an entry with the specified criteria, but when I attempt to generate a report, I get a "There is nothing to report!" box. However, if I use only the Account and Date criteria, I find the same entry and can generate a report. The report that is generated has an entry that includes the Tag used in the original search that included that criterion.

    Let me know that someone has seen this new post and that the issue is being addressed. Thanks!

  13. 13 Posted by crlinder on 26 Aug, 2022 01:16 PM

    crlinder's Avatar

    Anybody out there listening?

  14. Support Staff 14 Posted by Sean Reilly on 26 Aug, 2022 01:20 PM

    Sean Reilly's Avatar

    Hello,

    I'm sorry that I've still not solved this problem. Would you be able to send a screenshot of the transaction that appears in the search results when searching without that tag, and then another screenshot showing the search configuration with the tag included?

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  15. 15 Posted by crlinder on 03 Sep, 2022 07:22 PM

    crlinder's Avatar

    Hi Sean,

    My apologies for the delayed reply. Our semester just started and I've been busy teaching. I've attached four screenshots that I think will make clear the problem I'm having when I conduct a search that uses three criteria vs. two.

    three-criteria.search.result shows that the entries matching the criteria are found.

    three-criteria.search.result.report shows that even though the entries are found, advanced search cannot output a report for them.

    two-criteria.search.result shows that the entries matching the criteria are found just as they were for the three-criteria search.

    two-criteria.search.result.report shows that a report is correctly generated for the two-criteria search (and includes the entries that should have been displayed in the three-criteria report.

    Let me know if you have any questions after looking this over, and thanks for your help.

    Randy

  16. 16 Posted by crlinder on 21 Sep, 2022 02:09 PM

    crlinder's Avatar

    Hi Sean,

    Just checking to make sure you've seen the screenshots I posted of the problem.

    Randy

  17. 17 Posted by crlinder on 02 Oct, 2022 09:11 PM

    crlinder's Avatar

    So, this is getting frustrating since we're not getting any feedback on whether the issue is being addressed. Has anyone heard anything about when/if the problem will be fixed?

  18. Support Staff 18 Posted by Sean Reilly on 04 Oct, 2022 09:23 AM

    Sean Reilly's Avatar

    Hi Randy,

    I'm sorry about the delayed response. The window and report should definitely be matching each other, but I wonder about one thing. It seems that the account selection and category selections are reversed from what I would expect them to be. Does everything work correctly if you select Utilities:Electricity in the category filter and then not select a specific account? I think that should work, because transaction tags are "directional" which means that a tag is present or not depending upon from which side (account or category) you are viewing the transaction.

    Can you let me know if running the search + report that way works as you'd expect?

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  19. 19 Posted by crlinder on 04 Oct, 2022 03:58 PM

    crlinder's Avatar

    Hi Sean,

    I'll give this a try this evening when I get home and will let you know if it works.

    Randy

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