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Transaction filter

David Faulkner's Avatar

David Faulkner

15 Jun, 2026 03:00 PM

I need to print reports to submit a tax return but cannot get transaction filter to work. It just says "Nothing to report". Any suggestions. I have done this on many previous years with no problems. What am I doing wrong?

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  1. 31 Posted by Stuart Beesley ... on 11 Aug, 2026 07:53 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Hmmm.. I'm not convinced we have reproduced this issue, or fixed the problem. I cannot find an issue... Does the issue go away if you ALSO tick the 'include memo' box on the right of the 'Description' field (when that option is ticked)?

    If that does not work, please can you upload here a screenshot of the report generated (and the settings), and also a screenshot of those same transactions in the register. If just one transaction is missing, can you in addition, go to help/show console, then flip back to the register, select a missing transaction, right click, show raw details, and upload a screenshot of that too (all the details shown). So that's several things we need:

    1. copy of report

    2. copy of the report settings

    3. screen shot of one or more missing transactions

    4. the raw details.

  2. 32 Posted by Dave Faulkner on 13 Aug, 2026 10:40 AM

    Dave Faulkner's Avatar

    Hi Maddy

    I think I had an email from Steve/Stuart Beesley this morning regarding the transaction filter problem but the email appears to have disappeared. Am I imagining things or was there an update on progress?

    Thanks Maddy, sorry to trouble you.

    Dave

    ________________________________

  3. 33 Posted by Stuart Beesley ... on 13 Aug, 2026 10:48 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Click this link to see the thread and my message.

    https://infinitekind.tenderapp.com/discussions/problems/118150-tran...

  4. 34 Posted by Dave Faulkner on 13 Aug, 2026 03:31 PM

    Dave Faulkner's Avatar

    Hi Stuart,

    I tried ticking "include memo box) same result. "Nothing to report".
    This doesn't make sense. I have been using this feature since I have been with Moneydance (more than 10 years), it is only this year that it does not work. It reports all outgoings but will not report incomings.
    The other things you were asking for I do not fully understand. Not sure if this helps you at all. When was the last update, could it be something to do with that?

    Dave Faulkner
    ________________________________

  5. 35 Posted by Stuart Beesley ... on 13 Aug, 2026 04:40 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Very simply.. Starting again...

    1. send copy of recent report that not's working (as PDF).

    2. send screen shot of that same report's settings.

    3. then Menu, Help, Show Console. Keep this console open.. Now switch back to the register, and find a transaction that is missing from the report.

    4. send a screen shot of that missing transaction from the register (that you say is missing from that report).

    5. now right click that same missing transaction, select show raw details, select and copy the contents. Paste this contents back here.

    Please advise which of these steps you cannot perform and I will see if I can explain differently.

  6. 36 Posted by Dave Faulkner on 14 Aug, 2026 09:33 AM

    Dave Faulkner's Avatar

    Hi Stuart

    This is a copy of an income report that didn't work. I make these reports to send to my accountant for submission to HMRC for my annual tax return.

    Dave

    [cid:9a44851c-48b9-405f-8cd5-7912a83656a2]

    [cid:b84c2027-e1ce-4050-b288-d074815e18e6]
    ________________________________

  7. 37 Posted by Dave Faulkner on 14 Aug, 2026 09:40 AM

    Dave Faulkner's Avatar

    Hi Stuart

    [cid:5e13af9d-3213-4c90-83b9-85d6f8a55481]

    Have copied console message. Problem with point 3. It's the whole transaction that is missing from the report, not a single item. Have I understood you correctly?

    Dave
    ________________________________

  8. 38 Posted by Stuart Beesley ... on 14 Aug, 2026 10:24 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Hi. Not quite. When the console is open. Then minimise the console and go to the normal account register where you can see your missing transaction. Then send screenshot of that missing txn. Then right click it. Show raw details. Copy the raw details. Also paste those here.

  9. 39 Posted by Dave Faulkner on 14 Aug, 2026 10:39 AM

    Dave Faulkner's Avatar

    [cid:fedc6f2f-cdb2-405a-ac33-db5220ed107f]

    [cid:16831253-f771-454c-afc5-16159d012145]
    ________________________________

  10. 40 Posted by Stuart Beesley ... on 14 Aug, 2026 11:02 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Thanks - almost perfect... BUT the last show details window is too small. Can you make it larger to show all the raw details and then send that?

  11. 41 Posted by Dave Faulkner on 14 Aug, 2026 11:05 AM

    Dave Faulkner's Avatar

    [cid:0c90fd6f-b4b8-4b85-8395-da6970ac27c1]

    OK, Hope that is OK

    Dave
    ________________________________

  12. 42 Posted by Stuart Beesley ... on 14 Aug, 2026 11:06 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    OK - that report will NEVER show - your range is tax year 25/26 (to April 2026) and this txn is 13th August 2026.

    To compound matters, you are searching for "Rothhesay Life" and your txn says "Rothesay Life" - this is the second reason it will never be included?

    Can you send the details of a transaction that is both within your date range, and matches the description, and is missing from the report (when it shouldn't be)?

  13. 43 Posted by Dave Faulkner on 14 Aug, 2026 11:08 AM

    Dave Faulkner's Avatar

    Sorry Stuart, silly mistake, will do

    Dave

    Sent from Outlook for Android<https://aka.ms/AAb9ysg>
    ________________________________

  14. 44 Posted by Stuart Beesley ... on 14 Aug, 2026 02:59 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Hi Dave. Any examples to share?

  15. 45 Posted by Dave Faulkner on 14 Aug, 2026 03:18 PM

    Dave Faulkner's Avatar

    Hi Stuart, I can send you an outgoing one that generated a report.

    [cid:2cb9c791-c7f7-4bd5-a3be-83ea5a99d6ac]

    [cid:13f097fc-6b0a-4115-8065-f47491bd08c5]

    [cid:2e2b8ae3-085f-4656-a16e-0b3ffb7b2413]

    Let me know if you need anything else.

    Dave

    ________________________________

  16. 46 Posted by Stuart Beesley ... on 14 Aug, 2026 05:37 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Both those transactions are appearing on the report?

    dated 2/3/2026 and 2/9/2025

    What am I missing? Your first example would never appear on the report, and these should and do appear on the report?

    Please send examples of transactions that should appear, but do not?

  17. 47 Posted by Dave Faulkner on 15 Aug, 2026 09:41 AM

    Dave Faulkner's Avatar

    Good morning Stuart,

    I did not send the settings of last nights example. Here it is:-

    [cid:2e796855-e108-4dec-9e32-361a3021b7b6]

    I thought I would send another example of one that didn't generate a report. As you can see, it is the transactions in the credit column that do not generate a report whereas the transactions in the debit column do. Here is the example:-

    [cid:77adbfb4-6e7a-44b6-9845-6f902cb2e817]

    [cid:73961ebe-294f-476d-92c9-c02ec3593f9b]

    [cid:ef721475-d65a-421b-86d2-640e3dfaa375]

    [cid:b0446388-c988-4ae6-b87f-b8c5ee56078c]

    I think that is everything. Let me know if you need any more.

    Dave

    ________________________________

  18. 48 Posted by Stuart Beesley ... on 15 Aug, 2026 01:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    OK, this one works for me.. BUT - your report settings screen looks wrong! I think you have it squashed so you cannot see all the settings - especially the AND/OR and also the Category selection. This could be set wrong? Please expand the settings window and take a new screenshot of the whole settings - see my screenshots.

    Can you reset the category filter and even UNTICK it? What happens now?

    Also, run toolbox extension, general tools, view memorised reports, look for

    ====== DEFAULT REPORTS SETTINGS/PARAMETERS (from Local Storage) RAW DUMP ======

    then find the searchrpt section and copy/paste that here too

    Key:report_params.searchrpt.accounts                                       Value: <not displayed - but contains 1 accounts>
Key:report_params.searchrpt.categories                                     Value: -7000,-5000,-4600,-6000
Key:report_params.searchrpt.cleared                                        Value: cu
Key:report_params.searchrpt.colWidths                                      Value: default
Key:report_params.searchrpt.combine                                        Value: 2
Key:report_params.searchrpt.daterange_option                               Value: custom_date
Key:report_params.searchrpt.desc                                           Value: Just Retirement
Key:report_params.searchrpt.desc_memo_same_line                            Value: 1
Key:report_params.searchrpt.end_date                                       Value: 04/05/2026
Key:report_params.searchrpt.fullpath                                       Value: 0
Key:report_params.searchrpt.group_by                                       Value: none
Key:report_params.searchrpt.include_subaccounts                            Value: 0
Key:report_params.searchrpt.landscape                                      Value: 0
Key:report_params.searchrpt.show_splits                                    Value: 0
Key:report_params.searchrpt.srch_memo_for_desc                             Value: 0
Key:report_params.searchrpt.start_date                                     Value: 04/06/2025
Key:report_params.searchrpt.twolines                                       Value: 0
Key:report_params.searchrpt.useTaxDate                                     Value: 0

  19. 49 Posted by Stuart Beesley ... on 15 Aug, 2026 09:27 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Dave. Any thoughts on this?

  20. 50 Posted by Dave Faulkner on 16 Aug, 2026 10:25 AM

    Dave Faulkner's Avatar

    Hi Stuart

    If I have understood you correctly I have resent the 'Just Retirement' report plus settings.

    [cid:87e448d4-7a1a-4733-806e-18a7cb95e36e]

    [cid:5573c490-d73a-4a8f-9267-c1bb2f2c6348]

    [cid:710d65ee-ac20-49e9-a0aa-cf4bb9456cc3]

    OK down to resetting category filter. I'm not understanding from that point onwards. What is toolbox extension etc?

    Dave
    ________________________________

  21. 51 Posted by Stuart Beesley ... on 16 Aug, 2026 02:20 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    For now can you click the ALL (categories button) and rerun the report. Does that transaction appear?

  22. 52 Posted by Stuart Beesley ... on 16 Aug, 2026 07:24 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @Dave?

  23. 53 Posted by Dave Faulkner on 17 Aug, 2026 09:16 AM

    Dave Faulkner's Avatar

    Good Morning Stuart,

    I have ticked the categories button and the ALL button as requested and report appeared as shown:-

    [cid:2bef047d-8136-499d-a9e6-c152e7370828]

    [cid:fdadbad2-a98e-4e7b-8079-4fe4cbf37777]

    Dave
    ________________________________

  24. 54 Posted by Stuart Beesley ... on 17 Aug, 2026 09:56 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Dave, what's wrong with that last report? Every month was there.. Please keep to one example transaction that is not working and the same report setting that should show it (but doesn't). The last one that you said didn't work was Just Retirement on 27/02/2026. Please repeat that test, and show me all the details, and the report settings (and make sure the ALL button is clicked and the screen unsquashed)... Thanks

  25. 55 Posted by Dave Faulkner on 17 Aug, 2026 10:08 AM

    Dave Faulkner's Avatar

    OK Stuart, no probs.

    [cid:aea496e1-1de9-4ef2-a456-a6154aa6dfd7]

    [cid:62eef00f-82ec-44d9-92f7-b5e33425a2d4]

    Dave
    ________________________________

  26. 56 Posted by Stuart Beesley ... on 17 Aug, 2026 10:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    So, what's the problem. That 'missing' txn dated 27/02/26 is clearly showing on the report?

    Are you now saying that all is OK? Or are you saying there is still an issue? Please clarify?

  27. 57 Posted by Dave Faulkner on 17 Aug, 2026 10:39 AM

    Dave Faulkner's Avatar

    Yes, all seems to be OK. Transaction reports are working. Just not clear that 'category' box was ticked when it was not working then it started working when 'Category' box was re-ticked. The only difference I can see was that the'All' button was not clicked.
    Having said all that, all appears to be working.

    Dave
    ________________________________

  28. 58 Posted by Stuart Beesley ... on 17 Aug, 2026 11:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    👌 👍

  29. 59 Posted by Stuart Beesley ... on 17 Aug, 2026 11:30 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    OK, so in summary for anyone else watching.. No bug as such. The config window was squashed making the category selection screen invisible, and that had preselected certain categories. The filter needed resetting to ALL and now the report is fine.

  30. Maddy closed this discussion on 19 Aug, 2026 04:23 PM.

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