Filter for "Last year"

ktk's Avatar


30 May, 2010 12:10 PM

Doing my taxes I just realized that it would be handy to have a button "Last Year" as well and not just "This Year". Can't think of many other reasons but for taxes it would help :)

  1. 1 Posted by -Kevin N. on 30 May, 2010 12:21 PM

    -Kevin N.'s Avatar

    Hi ktk,
    The 'Transactions' report allows for a 'Last year' date range.
    HTH -Kevin N.

  2. 2 Posted by drsfg on 30 May, 2010 05:10 PM

    drsfg's Avatar

    If that's the case, then just eliminate all the filters because they all can be accomplished using the "Transactions" report. A "last year" filter allows a quick look at each of the various accounts without having to set the variables in the "Transactions" report. Many years ago, a patient of mine who worked for Intuit told me about the "Quick Report" option in Quicken (before I switched) which does this and I found it incredibly useful.

    In other words, I absolutely agree with ktk. Please add a "Last Year" filter button!!

  3. 3 Posted by -Kevin N. on 30 May, 2010 06:30 PM

    -Kevin N.'s Avatar

    ktk, Stewart,
    You can create a Trac ticket to request to have this enhancement added to Moneydance. There's a link to the form on this page:

    If you haven't done so already, you will need to register first and then reply to an email to complete the registration
    HTH -Kevin N.

  4. 4 Posted by drsfg on 31 May, 2010 01:58 AM

    drsfg's Avatar

    I've tried this, but the system is barring me from adding a request, saying I don't have the proper privileges even though I am registered.

  5. 5 Posted by -Kevin N. on 31 May, 2010 11:21 AM

    -Kevin N.'s Avatar

    Hi drsfg,
    Check your junk mail inbox of the email address that you used to register for an automated email that you need to reply to in order to complete the registration process.

    If you've already done so and successfully registered, then return to:
    Click on 'Login' and enter your credentials.
    Once you're logged in you should be able to create a Trac ticket.

    After you create the Trac ticket, don't forget to vote for it. A lot of people forget that step.

    HTH -Kevin N.

  6. 6 Posted by drsfg on 31 May, 2010 09:39 PM

    drsfg's Avatar

    I'm logged in but still cannot create a Trac ticket.

    The following warning is coming up on top in a yellow background box:
    Warning: <acct_mgr.web_ui.MessageWrapper object at 0x1df0070>


  7. 7 Posted by Tom Freeman on 09 Jun, 2010 06:43 PM

    Tom Freeman's Avatar

    You can access the last years transactions in the reports section. This is not a common use for the register and I doubt it would be added.

    Our recent builds have added a lot of functionality to the reports selection to accomplish what you wish.

    If you need the current build, please download it here:


  8. Angie Rauscher closed this discussion on 24 Jul, 2011 07:53 PM.

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