Tag Summary Report

jerry's Avatar


29 Nov, 2022 05:02 PM

New to Moneydance so maybe I'm doing something wrong but I'm trying to run a tag summary report for the current year only and selecting my category Christmas gifts. The amounts by tag are incorrect and seem to be including some but not all data from prior years. For one tag, that's showing a value, if I go to the Find and Replace extension and select that tag and this year's data it correctly shows no transactions. Any ideas?

  1. 1 Posted by jerry on 25 Dec, 2022 02:10 PM

    jerry's Avatar

    I have an update on this problem. I was using the report default of all accounts when I got the incorrect amounts. If I remove either the asset accounts or the investment accounts the amounts are correct. It's only when both are included that there is a problem. Neither of those have any transactions with the tags I'm seeing incorrect amounts for. I have Show By Type selected and only my Christmas account (category) selected for view.

  2. System closed this discussion on 26 Mar, 2023 02:20 PM.

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