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Chart of Accounts > Drill Down
Suggestion
In Watch Money > View (on an expense category), it would be great to automatically adjust the "date range" of the resulting report based on the starting and ending transactions in the category.
I'm suggesting this because if you click on a category with only a few transactions that occur in the past, when that report view opens, there are no transactions displayed (see screens below), implying there are no transactions.
--dirk
In Watch Money > View (on an expense category), it would be great to automatically adjust the "date range" of the resulting report based on the starting and ending transactions in the category.
I'm suggesting this because if you click on a category with only a few transactions that occur in the past, when that report view opens, there are no transactions displayed (see screens below), implying there are no transactions.
--dirk
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Inappropriate?So when you open a report we should identify the date range of the transactions that exist and limit the report to that range? I think that's a nice idea but our reports do what we intended them to do, show the data you filter down to.
I’m thankful
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Inappropriate?I understand what you mean, but I don't think they work intuitively - at least not for me in this example. That's the problem.
Take a look at the example I grabbed from above. I clicked on "View" next to Bank and Credit Card Corrections" to view what the $108 consisted of.
The next screen shot was what was returned: blank. That is because it defaults to "This Month" rather than pulling in the month (and/or date) in which the $108 resides.
So, you have to be aware that each time you click on one of those "View" links that the resulting report may or may not capture all of the balances listed in the Watch Money > Chart of Accounts that account for the $108.
IMO, there should at least be some kind of glaring indicator that the result set is filtered.
--Dirk
I’m unsure
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Inappropriate?It might not be worth the coding needed to do it but it would be nice if, as he said, the default range for an account would change if the normal default (this month) was empty
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