Transaction Filter Report Ignores Cleared/Reconciling/Uncleared

scott.geiger's Avatar

scott.geiger

May 10, 2024 @ 03:40 PM

In the most recent version of MD (2024.1 b5118) the transaction filter report is not considering the "Cleared" status of a transaction. I have checked this option and only selected "Reconciling" and "Uncleared" as options, but I am seeing Cleared transaction appear in the report. I believe this was a bug in a previous version that seems to have resurfaced.

  1. 1 Posted by sth on May 10, 2024 @ 04:47 PM

    sth's Avatar

    There are several issues with the Transaction filter and the developer has worked on some of them. This was one issue and searching on the memo field does not seem to work either. There is an alpha version out for testing that may have a fix.

    (NOT IK Support)

  2. 2 Posted by scott.geiger on May 10, 2024 @ 06:39 PM

    scott.geiger's Avatar

    @sth - thanks for the info.

  3. 3 Posted by sth on May 10, 2024 @ 06:50 PM

    sth's Avatar

    AFAIK, there are some issues with the latest Alpha being reported by volunteer testers, hopefully that will get fixed and a new preview available soon. Because of various issues like these I am still on 2023 waiting for that next big update.

  4. 4 Posted by dwg on May 10, 2024 @ 10:11 PM

    dwg's Avatar

    A number of issues with the latest Alpha have been reported, As far as I can tell it does not have any Transaction Filter report fixes. The latest Alpha pre-dates Sean's comment that he was looking at the report.

  5. 5 Posted by Stuart Beesley ... on May 27, 2024 @ 07:18 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    FYI - this may have just been fixed in the latest alpha (5129)

    (Use for testing purposes only)

  6. 6 Posted by tonyt on May 31, 2024 @ 11:00 AM

    tonyt's Avatar

    Does transaction filter now search memo field in latest alpha?

  7. Support Staff 7 Posted by Maddy on May 31, 2024 @ 01:23 PM

    Maddy's Avatar

    @All

    We've just released a new version that should correct the problem for you.

    Moneydance 2024.2 (5130) is now available to download from this page.

    For a full list of improvements in the preview version, please refer to this page.

    We recommend overwriting or manually removing the older version.

    --
    Maddy, Infinite Kind Support

  8. 8 Posted by scott.geiger on Jun 02, 2024 @ 03:50 PM

    scott.geiger's Avatar

    @Maddy, the preview seems to have fixed the issue I reported.

    Thanks,

  9. Support Staff 9 Posted by Maddy on Jun 03, 2024 @ 12:19 PM

    Maddy's Avatar

    Fantastic news!
    I'm glad it worked.
    I'd close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  10. Maddy closed this discussion on Jun 03, 2024 @ 12:19 PM.

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