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Report with or without split detail

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rc

08 Jun, 2010 10:06 PM

Another report suggestion: An option for the Search Report to show or hide splits.

The Search Report lists every split on a different line if you restrict it to a single account. So, a search on a payroll date with 10 checks and associated withholdings gives me a report of nearly 70 lines!! Not to mention the fact that I cannot see the actual amount of each check because all of the splits are showing. And "Show Splits" is not checked.

I just want the ten checks, maybe "X-splits," then the check amount and total amount. That's 10 lines.

I did the Search Report without restricting it to a single account, and it gave me the report I wanted, with the splits collapsed. But, what if I had credit card transactions in the same date range?

1. 1 Posted by Ben Spencer on 16 Jun, 2010 04:19 PM

   

   I believe this is a bug. I have created a bug report ticket for it. Here is the link:
   http://moneydance.com/trac/ticket/2910

   Ben Spencer
   Moneydance Support

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2. 2 Posted by rc on 16 Jun, 2010 09:10 PM

   

   Thanks, Ben.

   Every blessing in Christ,
   Rod Carbaugh
   --
   [email blocked]
   http://www.damariscarbaugh.com
   “Since ancient times no-one has heard, no ear has perceived, no eye
   has seen any God besides you, who acts on behalf of those who wait for
   him.” Isaiah 64:4, NIV.

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3. 3 Posted by Zac Brown on 17 Oct, 2010 04:48 AM

   

   I am using a trial version of Moneydance. I'm having the same problem with the Search and Transaction reports. I'm a church treasurer and I have to split my deposits so the offering shows all of the separate gifts for Sunday Offering. However, when I do my end of the month reports these split details cannot show on the report. I can't use this program if I can't hide the splits on the reports. I need to use names to generate giving reports at the end of the year. If this was resolved I like the software.

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4. 4 Posted by rc on 17 Oct, 2010 11:33 AM

   

   Zac:
   I am also a church treasurer, but I use Moneydance strictly for bookkeeping of the various checking and credit card accounts. I would think Moneydance would be a less than elegant option to keep track of all of your donations/donors and be able to make a contributions statement at the end of the year. I use Filemaker Pro to track donors and donations and generate contrib reports, then I just split the deposits into General Fund, Building Fund, Missions, etc.
   

   There are a lot of church apps out there, especially if you are on a PC. Quickbooks might even do an okay job, since it is designed to make invoices and have a lot of vendor addresses. However, I would NOT advise Quicken or Quickbooks if you are using a Mac.
   

   rcarbaugh

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5. 5 Posted by Angie Rauscher on 17 Oct, 2010 01:28 PM

   

   I've attached the ticket for this bug to this discussion. By posting in this discussion your interest in the ticket has been registered. We will post on this forum thread if and when there are further developments on this topic. I have pointed our developer to this issue. Thanks for bearing with us as we work to resolve this issue,

   Angie Rauscher
   Moneydance Support

   Check out our new blog series, Moneydance on the Road.

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6. 6 Posted by Zac Brown on 17 Oct, 2010 04:00 PM

   

   Rod,
   Thanks for the suggestion. I used Quicken for PC for nine years without a problem. However, my son told me I needed to go to Mac (no viruses, no constant updates, no corrupt files, the list goes on). I love my mac and don't ever intend to go back to a PC. The only problem is finding good finance software. I have Quicken for Mac and it has been a major disappointment.
   Our church is set up so that the finance/audit committee takes care of sending year end giving reports. I just track all the giving and expenses throughout the year and the committee audits my books and sends out giving reports and fills out the audit and finance reports to the conference. Therefore my annual reports only go to the committee, monthly reports are seen by the full board and they only want the numbers not the details. Thanks again, I hope this bug is worked out because MoneyDance is the best Mac finance software I've seen to date. Zac

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7. System closed this discussion on 31 Mar, 2015 03:30 PM.