Add a Global Filter to remove Inactive Accounts from Reports
I have a number of Inactive accounts relating to Bonds, Credit Cards, Closed Bank Accounts, Investments etc as I have built up my Financial history over many years, When I am going into numerous reports eg Transactions, Detailed report then a Filter is available where we can select which Accounts etc are included in the reports.
Would it be possible to add a Filter to exclude or Include Inactive Accounts en masse (an All Inactive Accounts option) to tab them on and off in one go.
I have included a screen shot of the page I am talking about, but there are many reports which use this same feature and I recommend adding this option to all of them.
Thanks
Transfers__Detailed_List_Filters.png
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1 Posted by avp2 on 10 Aug, 2020 03:54 PM
I also think this would be handy. Maybe add the "inactive" flag available for Bank accounts to the rest of the account types and have it as a filter in all reports and graphs.
2 Posted by Stuart Beesley ... on 24 Sep, 2020 09:32 PM
Me too!
3 Posted by Rich W on 23 Dec, 2020 02:50 PM
Hello MD Development/Support team.
I was wondering if this feature is moving up the list please. Its a real nuisance that all reports e.g. Net worth Reports include all inactive accounts - you could either add an option to close accounts and so remove them from reports or just add a switch to untick all of the Inactive accounts from reports whichever is easier for you.. but could we please have something?
4 Posted by Stuart Beesley ... on 23 Dec, 2020 02:52 PM
Great idea. Me too vote from me!
5 Posted by RJron on 23 Dec, 2020 06:11 PM
+1 but option to untick or unselect only please. Reports for closed
accounts may also be required at a later date
6 Posted by Rich W on 24 Dec, 2020 10:11 AM
Roneydxb - the important thing is that we need a way that when accounts are "closed" their values no longer appear on the reports - that currently does not happen with the Net worth report for example. I don't mind how it is implemented, but an easy way to be able to report on closed and open account values is as you say important
System closed this discussion on 25 Mar, 2021 10:20 AM.