Re: Reporting

What would you like to see added or changed in the application
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Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: Reporting

Post by Amazone »

I wanted to check if I never forgot to add category when I booked transactions last year.
So I made report filter: category - uncategorised.
This gives a large list.
That is because Dividends and transfers have no category.
I solved this by unchecking dividends and transfers in transaction type.

But then I wanted to make a list of dividends.
I got no results.

How do I get list of dividends?
Campbell
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Location: Edinburgh, Scotland
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Re: Reporting

Post by Campbell »

My Dividends report just has Transaction Type = Dividend, and then I further refine by Identifier to get the ones I'm interested in.
Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: Reporting

Post by Amazone »

OK yes that gives me the total dividends
Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: Reporting

Post by Amazone »

I have now created reports to use every year
Suddenly I cannot save a report
I opened New Report - then renamed it - made all the adjustments but the name stays New Report
Rapport.png
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Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: Reporting

Post by Amazone »

It's very frustrating sometimes
So: I am making reports to use every year
I already made 2 reports with Name.
I open New report - change the name to Report x. Name stays new report no matter what I do.
I need another report so I use add report. Change the name Report y - it is immediately saved under that name.
Report X is still called New Report.
I close down More Money - reopen and Report x is there
Campbell
Site Admin
Posts: 405
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
Contact:

Re: Reporting

Post by Campbell »

There’s an issue where the report name in the title doesn’t change when you rename the report, until you load up again. I’ll get this fixed in the next release.
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