Advanced Search and Generate Report Shows - splits - instead of the individual lines of the transaction
I have a Transaction that has 2 splits .. so is actually really 2 Transactions, but because they are recorded in the Register as Splits, then this is how it appears everywhere it means that the Advanced Search and subsequent Generate report show as Spli. I would like to see 2 separate lines for each split - sho the category/ Subcategory can be seen as separates. For example in the image show, this has a pension payment (credit) and then income tax (debit) .. but they both just show as the total which is not what we need from the report. I have also attached the splits which you have to click on in Register and also the Report Generated for Expenses.
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1 Posted by Rich W on 03 Aug, 2025 08:55 AM
Example Files attached to the case
2 Posted by dwg on 03 Aug, 2025 10:28 AM
It sounds like the Transaction report would better suit what you want.
3 Posted by Rich W on 04 Aug, 2025 08:24 AM
As far as I can tell the Transactions Report has the same problem. Also I post process the report data into Excel, so the format works this way except for the splits. The splits are in all of the reports - Register, Advanced Search, Generate Report, Reports.. I think it would be better if all tge split items were visible as lines on the register, then everything would show correctly from there.
4 Posted by dwg on 04 Aug, 2025 08:52 AM
This is a screenshot of a transaction report with a couple of split transactions in the account.
Split transactions are a singe transaction in the source account, hence do not show as a series of transactions, to have individual transaction in the source register you would have to enter them as individual transactions, the only place they could potentially show as individual items is in a Report. What Advanced Search produces is more like a selected register dump.
5 Posted by Rich W on 05 Aug, 2025 10:09 AM
Hi dog - I have tried the Transaction Filter Report and I can see how that is an improvement on the Advanced Search as you say, so I have set up some memorised reports which I will be using in the future. It would be great if Category and Sub category could be split into separate columns but I think that's a thing across the board rather than just the report. Also as I have said before if all items flagged as Inactive could be flagged in one go - instead i have gone down the list and done it manually.
Thanks for your advice with this - great help.
Rich W closed this discussion on 06 Aug, 2025 08:21 AM.