Need to completely clear Transaction Filters

nagahogep's Avatar


03 Mar, 2024 11:49 PM

I have been using Moneydance for many years, for both my business and personal accounts. I use the Transaction Filter to copy information into a spreadsheet I use for my taxes.

With the 2023 version, the Transaction Filter shows the last report, and only hitting edit goes to the window for a new report. Hitting Reset only erases the settings, not the categories from the last report. So my "new" report ended up also having all the info from the last report, which I had already copied.

I would prefer the filter to go to the "edit" page first, or in any case,be able to clear the category selections (the rest of the options I usually keep the same and don't want erased), rather then scroll through all categories and unselect them one by one.

  1. 1 Posted by tonyt on 04 Mar, 2024 08:46 AM

    tonyt's Avatar

    In the report setup window I am sure there is a button to select 'None'?

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