tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/14784-memorize-reportInfinite Kind: Discussion 2022-12-22T17:15:18Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/550017122022-07-14T17:32:48Z2022-12-22T17:15:18ZMemorize Report<div><p>I am adding Information to this discussion. I recently went through all reports trying to save new settings. They all seem to work except for the predefined one Transactions Filter. It will not save to a new name or existing name still shows original settings. I need this report because it seems to be the only one that can subtotal by category. I amselecting checkbox with categories only to retrieve categories from All accounts. I caould select my categoriy under account section, But then I coujld only save by one categoriy. It will save this way. It just wont save if I select category box only</p></div>bnbunchtag:infinitekind.tenderapp.com,2009-01-14:Comment/550017122022-07-14T22:55:17Z2022-07-14T22:55:17ZMemorize Report<div><p>On an aside one of the primary reports that total by category are the two Income and Expense reports.</p>
<p>It would be worthwhile stating the version and build number of Moneydance you are using as there have been some problems with the Transaction Filter report.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/550017122022-07-15T03:01:24Z2022-12-22T17:15:18ZMemorize Report<div><p>Income and Expence won't work for me as I need detail transactions by<br>
category. My version is 2022.2 (4060) and Have tried 2022.3 (4072) Still<br>
not saving. Attaching screenshot showing Category box checked and 1<br>
category selected. I save (memorize or Update) Tried both. Once I click on<br>
another report and Go back to my saved report it still shows old settings</p></div>bnbunchtag:infinitekind.tenderapp.com,2009-01-14:Comment/550017122022-07-15T04:04:35Z2022-07-15T04:04:35ZMemorize Report<div><p>The following is from build 4074</p>
<p>Moneydance 2022.3 build 4074 (Fri, 29 Apr 2022 01:00:00)</p>
<pre>
<code>• Allow downloading of Moneydance+ transactions from multiple different source accounts, for example PayPal and a bank account
• Case insensitive sorting in window prompting the matching of local securities to online counterparts
• Un-break extensions that override the built-in methods
• Save and restore specified categories in the Transaction Filter report settings</code>
</pre>
<p>As Moneydance 2022.4 build 4087 is now the latest stable and preview build I would suggest trying that.</p>
<p>I would also be curious as to what details of the transactions the Income and Expense (Detailed) Report are not showing.</p></div>dwg