Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Correct report without one or more Family Member included RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    I'd like to generate report of my expenses for all transactions except those for one family member.

    But if I uncheck that member then transactions that are not assigned to any of members (with blank family member field) are not taken into account. I want to include also the unassigned ones. Just want to exclude one family member.

    How to prepare report in such a case? (I see such an option for Payees "Include transactions with no payee (blank) in search". It would be best "to find" such an option for Family Members.

    Thank you


    • Edited by Tomiks Sunday, August 6, 2017 6:42 PM additional example
    Sunday, August 6, 2017 6:28 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Just tried this with the Account Transactions report in Money Sunset US.  Indeed, deselecting one Family Member also deselects transactions with a Blank Family Member.  I'm adding this to my list of bugs in the reporting function.

    One workaround is to select all Family Members and then export to Excel where you can sort to remove the transactions associated with that Family Member.

    Maybe a more experienced user has a better solution.

    Bill Becker

    Sunday, August 6, 2017 9:38 PM