Filter by cleared status

gregory.young's Avatar

gregory.young

22 Sep, 2010 01:43 AM

Transaction reports can be filtered by Tags. It would be very useful to also be able to filter by Cleared Status.

  1. 1 Posted by Noname on 22 Sep, 2010 01:51 AM

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    You can filter by Cleared Status with the Search Report (available in MD 2010r3 (751).

  2. 2 Posted by gregory.young on 22 Sep, 2010 02:16 AM

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    Not really. The account I want to filter is a target account of a transfer and, in some cases, the target account of a split transaction from another account. Filtering the way you suggest would include transactions from the source account as well. Try it. The only way I can figure to isolate the target account is via Transaction reports specifying only the target account.

  3. 3 Posted by -Kevin N. on 22 Sep, 2010 02:30 AM

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    Hi gregory-young,
    See if the Advanced Search (Edit > Advanced Search) fits your need, it appears that you can filter by 'Cleared' status.
    HTH -Kevin N.

  4. 4 Posted by Noname on 22 Sep, 2010 02:34 AM

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    I'm not sure that I'm following. Could you give an example? If you know the target account you can select it under the Account box by clicking on the double arrows to the far left of the box.

  5. 5 Posted by gregory.young on 22 Sep, 2010 02:51 AM

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    Example: A transaction entered on a credit card account is split two ways …. half of the total goes to the category "Lawn & Garden" and the other half was the same item you bought for a friend who will pay you back, say "Due From Others" (an asset account). In the mean time, the original credit card transaction gets cleared (I got a statement and balanced it). The Due From Others account transaction is uncleared because the neighbor has not paid you back. If you search the Due From Others account for uncleared items, you will not find any because the "transaction" is cleared (because you filtered for that) or you get both transactions because you did not filter for that. At least I can't get either search to work correctly. The only way I can isolate that uncleared item in the Due From Others account is via Transaction Reporting where the Filter by Tag is an option. Thus my request to add the additional filter for cleared status.
    Does this make sense to anybody ?

  6. 6 Posted by Ben Spencer on 22 Sep, 2010 01:43 PM

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    The current search report or advanced search only looks at the cleared status on the "parent transaction" where the parent transaction is the transaction in the source account. We recognize that this is a problem and are working on a fix.

    Sincerely
    Ben Spencer
    Moneydance Support

  7. 7 Posted by gregory.young on 22 Sep, 2010 01:45 PM

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    Excellent !! Thanks. This is why I use Moneydance. Excellent support with an open ear.

  8. 8 Posted by Ben Spencer on 22 Sep, 2010 01:46 PM

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    In fact the problem has been fixed in our current internal build and will be included in the next release.

    Ben Spencer

  9. 9 Posted by gregory.young on 22 Sep, 2010 01:48 PM

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    Wow !! Even better !!

  10. Ben Spencer closed this discussion on 22 Sep, 2010 01:53 PM.

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