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Need Reports sorted by Description/Payee

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amilholl

20 Jun, 2009 02:10 PM

Reports are sorted by date, which is not useful to me. For personal evaluation of expenses and donation, and for tax reporting, I need reports sorted by Payee (description).

• Arthur

1. 1 Posted by Ben Spencer on 20 Jun, 2009 02:23 PM

   

   Hi Arthur

   The transactions report allows you to subtotal by Payee. Attached is a screen shot showing the settings to select.

   Sincerely

   Ben Spencer

   • Transactions-1.png 33.9 KB
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2. 2 Posted by amilholl on 21 Jun, 2009 01:10 AM

   

   Dear Ben,

   Thank you very much. This would be better if it worked across all
   accounts, but your suggestion will suffice since I find I can specify
   Charity:Cash (instead of an account) and then the Transaction report
   actually does cross over accounts.

   Perhaps what I specifically want (sorting by Description in any report)
   will be in a future release but, again, this is good for now.

   In the TRANSACTIONS report, and others, you might someday have a choice
   of "All Accounts", also.

   I appreciate your answering so promptly. It makes using Moneydance a
   much more comfortable choice knowing someone at Moneydance is listening.
   - Arthur

   • Edit

3. 3 Posted by Ben Spencer on 21 Jun, 2009 03:09 PM

   

   Hi Arthur,

   Thanks for the suggestions and feedback. There are a number of improvements to the reporting system coming in the next release of Moneydance which should be out before the end of the year. It will be a free upgrade to people who bought MD2008.

   Sincerely

   Ben Spencer

   • Edit

4. Ben Spencer closed this discussion on 21 Jun, 2009 03:09 PM.

5. amilholl re-opened this discussion on 22 Jun, 2009 01:06 AM

6. 4 Posted by amilholl on 22 Jun, 2009 01:06 AM

   

   Sounds good to me. Thanks again.

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