filter by "NO" Tag

matthew goossen's Avatar

matthew goossen

12 Jan, 2018 11:54 PM

i use the tags to filter results but would like the ability to filter by transactions with no tag. e.g. i have expenses for client Wendy but want a expense report that summarizes all expenses NOT wendy. i know i could assign a tag to all unassigned tags but that is extra work.

  1. 1 Posted by -Kevin N. on 13 Jan, 2018 12:10 AM

    -Kevin N.'s Avatar

    Hi Matthew,

    Try this...

    Use the Find & Replace extension.
    Checkmark the check box for Tags.
    Click the 'None' button for Tags.
    Set the 'Exact' option for Tags.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by matthew goossen on 13 Jan, 2018 12:20 AM

    matthew goossen's Avatar

    i do this find and replace once every year and forget the exact steps immediately, so your quick reply sped up my 2017 experimentation. the guy who wrote the find and replace extension did a very nice job but i’d still like to not have to do this workaround.

    matthew

  3. 3 Posted by -Kevin N. on 13 Jan, 2018 12:39 AM

    -Kevin N.'s Avatar

    Hi matthew,

    What I wonder is why when setting the Tags options as described for the F&R extension it works for the F&R extension but doesn't work in MD's Transaction Filter report or in Advanced Search.

    -Kevin N.

  4. 4 Posted by matthew goossen on 13 Jan, 2018 12:47 AM

    matthew goossen's Avatar

    you are right, i think it could be a simple programming fix that if there is nothing in the tag box (in the Reports Dialogue Box), then it searches for nothing in the tag field.

  5. 5 Posted by tonyt on 13 Jan, 2018 10:15 AM

    tonyt's Avatar

    I have reported this too in the Transaction Filter Report.. a report with just uncleared selected shows cleared items too, along with dates in an account not being sorted properly

  6. 6 Posted by tonyt on 16 Jan, 2018 05:25 PM

    tonyt's Avatar

    Do you know it this has been given a ticket as it is a real problem for me?

  7. 7 Posted by matthew goossen on 16 Jan, 2018 10:06 PM

    matthew goossen's Avatar

    no ticket yet. would be nice.

  8. Support Staff 8 Posted by Ian O on 18 Jan, 2018 03:49 PM

    Ian O's Avatar

    Sorry for the long wait your have had in getting a response from us. I have read your suggestion and can understand your request for this ability in Moneydance. I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it. If there are any developments regarding this suggestion you will be updated here.

    Please let us know if I can be of further assistance!

    Ian O
    Infinite Kind Support

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