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Category cannot be selected

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RobS

06 Nov, 2024 10:51 PM

I've just hit a problem, presumably due to a change made in the 2024 update.

It relates to the fee category for an investment buy.

I have always used a subcategory of Investment Income for investment fees. but today I tried to enter my first investment purchase since upgrading and the program will not permit me to do this; it only presents expense categories in the drop down list.

How can I enter the transaction?

I use a similar philosophy for tax categories, I have a salary income category and a subcategory of it for tax deducted, and this still works. It seems to only be a problem in an investment register, though I've not explored this in detail.

Any advice appreciated, though I do not want to recategorise my thirty odd years worth of transactions as my system works fine, and also links into spreadsheets which I also don't want to fiddle with.

Thanks,

RobS

1. 1 Posted by Stuart Beesley ... on 07 Nov, 2024 09:40 AM

   

   The developer has just fixed this in core code.. It will appear in the next alpha build I expect, sometime.....

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2. 2 Posted by RobS on 07 Nov, 2024 12:11 PM

   

   Thanks Stuart,

   That's good to hear. Feared it might be an 'enhancement' :)

   Will set up a temporary expense category until it's sorted.

   RobS

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3. 3 Posted by dwg on 07 Nov, 2024 07:18 PM

   

   Well it sort of was an enhancement :)

   It was found that the allowable selection was far too wide for what should have been allowed, but was narrowed too much given the way Moneydance works.

   Hopefully it will now be in the comfortable middle ground.

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4. 4 Posted by RobS on 07 Nov, 2024 09:35 PM

   

   Hi dwg,

   I hope so ..

   It might be counter-intuitive, but several of my income categories are expenses.

   Eg I have an Income category of 'Salary' with two subcategories below it. One is 'Gross salary', which is obviously income, and the other is 'Tax Deducted' which is obviously an expense.

   When I run an income and expense report, it then shows Gross and Tax deducted, followed by the category total, which represents net salary. If I had tax set up as an expense category then it would be tricky to get an income and expense report with figures which agree with the reality of what I actually receive.

   I wonder if others do anything similar?

   RobS

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5. 5 Posted by dwg on 07 Nov, 2024 10:03 PM

   

   I understood your issue since I use a similar technique to get net figures in reports.

   Given there is not a report writer in Moneydance (no surprise there report writers are often a product in their own right) I use the way Moneydance adds to a category total to achieve my goal.

   I put a note on the developers slack site explaining what I do to demonstrate the need for a wider category selection.

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6. 6 Posted by RobS on 07 Nov, 2024 10:49 PM

   

   Thanks for that dwg, hopefully the investment category issue will be sorted, and no other constraints on category selection will be implemented.

   RobS

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