Current Update to Moneydance broken reporting

Aaron Putman's Avatar

Aaron Putman

27 Nov, 2021 02:13 PM

Your current update broke my transaction filter reports. I now have a report showing "Nothing to Report" when selecting variables that I should be reporting something. For example I run a report every month on tags on one of my accounts. The variables never change and I run the same report every time. It no longer works. Also the report is adding a line in the notes that says USD. I haven't specified this in any of my accounts, everything I do is in CAD. Please fix this as I use these Transaction Filter reports for everything I do.

  1. 1 Posted by davet65 on 27 Nov, 2021 02:59 PM

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    I had set up Transaction Filter reports to keep track of IRA Distributions. I - somehow in the past?? - selected multiple accounts to be in the report, filtered for "Distribution" in the Memo line and sorted by Account. I now can't see how to select multiple Accounts, and if I uncheck Accounts then MD apparently reports on an old account list - not all, not none, but what looks like my old list except I recently changed a couple of accounts.

    Why can't I select multiple accounts, as I apparently did when I set this up years ago - but now need to update? And I could use a Transfers report, but it doesn't let me filter by Memo, and Investment Account transactions don't let me add a Tag for "Distribution"!!

    And separate from the above, if I select the Memorized Report from the Memorized Graphs and Reports list on the Summary Page as opposed to selecting it from the Sidebar list, there is no Edit button on the report?!

    Something has completely confounded the Reports in MD, and needs to be fixed, please.

  2. 2 Posted by davet65 on 27 Nov, 2021 03:21 PM

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    Subtotal Transaction Filter by Category, instead of Account, has given me what I need, so the urgency is gone for me. But there are now problems with the Reports that should be fixed.

  3. 3 Posted by davet65 on 27 Nov, 2021 03:48 PM

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    More data for MD Support:

    Went back to 2020.1 1929 - Report was correct [as per my setup]; "Summary" showed up in Account field with no checkbox checked [???]

    Went to 2021.2 3095 - same as above

    Went to 2022.3 4061 - report wrong; new account showed up in report that wasn't there before and one that was there disappeared; one transaction that was - changed to +; "Summary" no longer in account box, but another account was, not checked.

    Current 2022.3 4062 - same as 4061

    So something happened to reporting between 2021.2 and 2022.3

  4. Support Staff 4 Posted by Sean Reilly on 30 Nov, 2021 08:40 AM

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    Hi All,

    I just wanted to let you know that I'm working on this part of Moneydance now and will have some improvements into the next update.


    Sean Reilly
    Developer, The Infinite Kind

  5. 5 Posted by davet65 on 30 Nov, 2021 02:52 PM

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    Thanks, Sean.

  6. 6 Posted by Angie Leprohon on 06 Feb, 2022 06:35 PM

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    I am having several problems with the transaction filter report since I upgraded to the las test version. It doesn’t include all the checks that it should. The check numbers are not included in the report. When will this be fixed? This problem was reported 3 months ago!

  7. 7 Posted by Jon on 20 Apr, 2022 04:24 PM

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    Reading through it looks as though some of this has been addressed, but when filtering by Tag with the latest version (2022.3 build 4072) many reports are still "broken".

    The Transaction Filter report for example, is picking up some tagged transactions, but not others. This was very disconcerting when running tax preparation reports. Same reports functioned properly in previous versions...

    Just checking to be sure this is in fact a known issue?

  8. System closed this discussion on 20 Jul, 2022 04:30 PM.

  9. Jon re-opened this discussion on 04 Aug, 2022 02:56 AM

  10. 8 Posted by Jon on 04 Aug, 2022 02:56 AM

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    Not sure why the system closed this discussion, but reports filtered by tag are still "broken" in the latest preview 2022.5 (4089) - MacOS.

    My reports filtered by tag worked fine in Moneydance 2021. While I wait for a fix, can I make a copy of my data file and open it in 2021 to run my reports? Wanted to check to be sure it wouldn't mess up the data by downgrading and if I can have two different versions installed?

    - Jon

  11. 9 Posted by dwg on 04 Aug, 2022 04:13 AM

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    The Tender software automatically closes discussions if there have not been any postings for about 3 months, there is no way for the Moneydance folks to change this.

    I can not think of any fundamental data incompatibilities between 2021 and 2022 so believe that a 2022 data set should work in 2021. While some of us test upgrades, downgrades are rarely tested.

    It is possible to have multiple Moneydance versions installed, however with the Moneydance structure there is no supported way of running the same version in the one user login, you would normally use two user logins, one for each version.

  12. 10 Posted by Jon on 04 Aug, 2022 03:17 PM

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    Thank you dwg, I appreciate the insight. Hopefully this will be a short term workaround as I would much rather just run the reports in the current version. Here's to a speedy resolution to that! ;-)

  13. System closed this discussion on 03 Nov, 2022 03:20 PM.

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