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Add a Global Filter to remove Inactive Accounts from Reports

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Rich W

27 Jul, 2020 07:50 PM

I have a number of Inactive accounts relating to Bonds, Credit Cards, Closed Bank Accounts, Investments etc as I have built up my Financial history over many years, When I am going into numerous reports eg Transactions, Detailed report then a Filter is available where we can select which Accounts etc are included in the reports.

Would it be possible to add a Filter to exclude or Include Inactive Accounts en masse (an All Inactive Accounts option) to tab them on and off in one go.

I have included a screen shot of the page I am talking about, but there are many reports which use this same feature and I recommend adding this option to all of them.

Thanks

• Transfers__Detailed_List_Filters.png 86 KB

1. 1 Posted by avp2 on 10 Aug, 2020 03:54 PM

   

   I also think this would be handy. Maybe add the "inactive" flag available for Bank accounts to the rest of the account types and have it as a filter in all reports and graphs.

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2. 2 Posted by Stuart Beesley ... on 24 Sep, 2020 09:32 PM

   

   Me too!

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3. 3 Posted by Rich W on 23 Dec, 2020 02:50 PM

   

   Hello MD Development/Support team.
   I was wondering if this feature is moving up the list please. Its a real nuisance that all reports e.g. Net worth Reports include all inactive accounts - you could either add an option to close accounts and so remove them from reports or just add a switch to untick all of the Inactive accounts from reports whichever is easier for you.. but could we please have something?

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4. 4 Posted by Stuart Beesley ... on 23 Dec, 2020 02:52 PM

   

   Great idea. Me too vote from me! 

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5. 5 Posted by roneydxb on 23 Dec, 2020 06:11 PM

   

   +1 but option to untick or unselect only please. Reports for closed
   accounts may also be required at a later date

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6. 6 Posted by Rich W on 24 Dec, 2020 10:11 AM

   

   Roneydxb - the important thing is that we need a way that when accounts are "closed" their values no longer appear on the reports - that currently does not happen with the Net worth report for example. I don't mind how it is implemented, but an easy way to be able to report on closed and open account values is as you say important

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