Payee Reports?
Karla Hiedeman
via web
I have downloaded the trial version and imported transactions from Money. In Money I used to run reports on a particular payee. I cannot find this feature in Moneydance. Is there a way to do that?
via web
I have downloaded the trial version and imported transactions from Money. In Money I used to run reports on a particular payee. I cannot find this feature in Moneydance. Is there a way to do that?
Support Staff 2 Posted by Ben Spencer on 04 May, 2010 11:24 PM
Firstly I recommend updating to the latest preview build 748. There have been some important report bug fixes and improvements in this build. You can get it form the link below:
http://moneydance.com/trac/wiki/Moneydance2010Beta
The go to Tools->Graphs and reports and set the "Subtotal by payee" option as shown in the attached screenshot.
Ben Spencer
3 Posted by Mayer on 07 May, 2010 07:41 PM
I have the same need. I did all you suggested but still cant get a report for the sole payee (description field)
Support Staff 4 Posted by Ben Spencer on 08 May, 2010 03:14 PM
To run a report on a single payee/description use the search report and enter the description in the description field in the report options window as shown in the screenshot attached.
If you are not getting the results you expected are you certain that you are entering the description correctly? Try using copy and paste if the description is long to ensure there are no typos.
Ben Spencer
5 Posted by rob on 29 Jan, 2011 11:17 PM
Hey there Ben. Any chance there’s a way of creating a graph for a specific payee too?
I’m using the Search Report which works nicely. But it would be nice to have a visual representation as well, especially when tracking one payee over the years.
Thanks!
6 Posted by -Kevin N. on 30 Jan, 2011 12:11 AM
Hi rob,
An easy way to do that would be to run the Search Report, then use the 'Copy to Clipboard' button to Copy and Paste the data to a spreadsheet. Displaying a graph of the data in a spreadsheet is pretty straight forward.
Another option would be to Tag all txns with the particular Payee and run the Expense Report filtered by Tags.
HTH -Kevin N.
7 Posted by rob on 30 Jan, 2011 07:33 PM
Kevin, these are viable workarounds. However, they aren’t quite ideal. It would seem like such an easy addition to Moneydance to include a charting by payee.
Perhaps a feature request?
Support Staff 8 Posted by Ben Spencer on 31 Jan, 2011 05:10 PM
I have created the suggestion ticket and attached it ot this case.
Ben Spencer
Moneydance Support
9 Posted by paul on 09 Nov, 2011 12:37 AM
Unfortunately I don't see a "Search Report" anywhere in the list of Graphs & Reports. I am using os X 10.7.2 with Moneydance 2011r2 (803). I have included a screenshot where I hope you can see that in my case the reports are listed alphabetically, below the graphs, starting with "Account Balances" and ending with "VAT/GST." There are no reports starting with S. Instead I have (..., Portfolio, "Tag Summary", ...)
Hope you can help,
Paul
10 Posted by -Kevin N. on 09 Nov, 2011 12:55 AM
Hi Paul,
I beleive that the Search report was renamed or replaced by the Transactions report.
Anyway, try using the Transactions report and subtotal by Payee.
HTH -Kevin N.
11 Posted by jackdaniel_china on 09 Nov, 2011 02:40 AM
I would suggest to have a payee field in the system. Similar to "address book" as by description/memo it's not convenient.
I open a ticket with this suggestion.
hope to get more people that agree with that and to have this feature in the system.
http://help.infinitekind.com/discussions/suggestions/883-add-standa...
thanks
Daniel
12 Posted by Paul Farrelle on 09 Nov, 2011 03:13 AM
On Nov 8, 2011, at 4:55 PM, -Kevin N. wrote:
> That works!
Thanks, Paul