Graph on home page shows incorrect info
See attached files to follow this explanation of the
problem.
From the expense graph on the home page, I drilled down from "Entertainment and Dining". It took me to the totals for "Entertainment and Dining" and "Entertainment and Dining:Dining". When I drill down to the detail for "Entertainment and Dining:Dining", it's correct. But when i drill down to the detail for "Entertainment and Dining", it shows all the detail for everything in "Entertainment and Dining", including those items with a sub-category and those without, but the total amount on top is only for those items in "Entertainment and Dining" with no sub-category. Therefore, the total doesn't match the detail. This happens anytime there is a category and at least one sub-category and you enter items at both the category and sub-category levels.
I'm not sure if the total amount is incorrect or the detail being displayed is incorrect, but ideally, I'd like to see just the detail that matches the category with no sub-category. In one of the files below, that would be the amounts in the blue box.
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E___D_No_Sub.png 41 KB
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E___D-D.png 30.3 KB
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E___D.png 21.4 KB
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1 Posted by Angie Rauscher on 22 Feb, 2010 03:26 PM
Eddie B,
What version of Moneydance are you using? You can find out your version by going to the Help Menu and choosing the About Moneydance option. If you are not using the most recent version (2010r2 build 741), please update to that version. You can download the update here. This update has resolved a few key issues our users have been experiencing, including some budget summing issue. Please let me know if your issue persists and we will look into other solutions.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
Angie Rauscher
Moneydance Support
2 Posted by eddieb on 23 Feb, 2010 07:58 AM
Thanks for your response. I am running Build 741.
3 Posted by Jon Hoover on 11 Mar, 2010 10:25 PM
Eddie,
We've done a bunch of changes around expenses in build 743 and I wondering if you'd be willing to try it and tell me if this is solving your issue. I'm not entirely certain it will but it is my hope. If it doesn't solve it, I will make sure that we get a bug report generated and that this issue be resolved.
Jon Hoover, Moneydance support
4 Posted by eddieb on 11 Mar, 2010 11:18 PM
I'm running build 743, so I just tried it on the same account drill down as I used in the example I documented here and it still has the same problem.
5 Posted by eddieb on 12 Mar, 2010 12:34 AM
I'm running build 743, so I just tried it on the same account drill down as I used in the example I documented here and it still has the same problem.
6 Posted by Jon Hoover on 12 Mar, 2010 01:59 AM
Eddie, I passed this on to the bug tracking site as well.
Thanks,
Jon Hoover, Moneydance Support
7 Posted by eddieb on 12 Mar, 2010 02:17 AM
Jon - Do you know what the Trac # is?
8 Posted by Jon Hoover on 12 Mar, 2010 02:20 AM
Right, sorry I forgot that- #2721.
Jon
9 Posted by Theodora on 30 Mar, 2010 09:31 AM
Here is the link: http://moneydance.com/trac/ticket/2721
Angie Rauscher closed this discussion on 16 Apr, 2010 07:55 PM.