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TheInfiniteKind / moneydance_open

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Advanced Search: ability to find everything conceptually positive or negative #88

Open lordpixel23 opened 2 years ago

lordpixel23 commented 2 years ago

Advanced Search has "Amount Between [ ] and [ ]" so you would think it is possible to find all positive or all negative cashflows.

However, it seems to me an issue arises in the way this interacts with Action. e.g. both Buy and Xfr generally have positive amounts but interact in the opposite direction with Cash Balance. If I Xfr $10 into an account the Cash Balance goes up, whereas if I Buy $10 the Cash Balance goes down. This is, I expect, in some sense tied to the accounting concept of credit and debit (shudder).

What I want is a way to say, show me all transactions which had a positive impact on Cash Balance (or a negative one). There doesn't appear to be a way to do that at present?

yogi1967 commented 2 years ago

... as a workaround you can use extension extract_data option extract investment registers. Extract to csv you can load into excel for complex filtering. I know this is not what you are asking for, just suggesting a temp workaround.