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Re: Reporting

Posted: Sun 04 Jan, 2026 12:28 pm
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?

Re: Reporting

Posted: Sun 04 Jan, 2026 1:44 pm
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.

Re: Reporting

Posted: Sun 04 Jan, 2026 4:41 pm
by Amazone
OK yes that gives me the total dividends

Re: Reporting

Posted: Sun 04 Jan, 2026 4:57 pm
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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Re: Reporting

Posted: Sun 04 Jan, 2026 5:20 pm
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

Re: Reporting

Posted: Sun 04 Jan, 2026 9:23 pm
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.