Creating reports and capabilities

John's Avatar

John

02 Jun, 2009 09:45 PM

You really need to get some things done on the reporting capabilities. Maybe because I used Quicken since before 1990, I was accustomed to their way of doing reports. I have no idea how to efficiently filter the money I receive from my different companies, and showing them by month quarter, etc. The same is true for my expenses.

The "show other side" will show me all input but it would be nice to see an associated menu that allows filtering such as show by month, quarter, etc.

Find transaction gives the boolean and or option but the description should have a pull down menu to filter by category, class, etc. I am not sure how to search for expenses to sell widget A opposed to seeing income for widget A. A search of widget A shows everything, expenses and income on one screen. Plus it also shows it associated to an account.

Program is good and I will be supporting it in the coming years. I look forward to a new and improved Moneydance

Showing page 2 out of 2. View the first page

  1. 30 Posted by Ben Spencer on 20 Aug, 2010 05:23 PM

    Ben Spencer's Avatar

    Hi Kelly

    First of all do you have a backup of your data file from before the upgrade. It may be necessary to revert to that backup. If you do please put it in a safe place.

    This seems very strange. I cannot think of a mechanism that would allow for the networth to be correct but for the account balances to be so wildly off. The networth is the sum of the account balances.

    Could you take a screenshot of your home page and send it to me. I think it would be best if you started a new discussion this is off topic for the current thread.

    Sincerely

    Ben Spencer

  2. 31 Posted by Kelly Fitzgeral... on 20 Aug, 2010 09:10 PM

    Kelly Fitzgerald's Avatar

    Ben,

    I think I resolved it, it looks like it changed the sort and once I switched it back to by date it is fine. The final balances were correct, which was why the Net Worth was showing up appropriately.

    I will create a new ticket if the problem reappears.

    Thanks!

    Kelly Fitzgerald

    ----- Original Message -----
    From: "Ben Spencer" <[email blocked]>
    To: [email blocked]
    Sent: Friday, August 20, 2010 10:25:50 AM
    Subject: Re: Creating reports and capabilities [Suggestions]

  3. System closed this discussion on 31 Mar, 2015 03:29 PM.

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