Moneydance Reports

Mich Stefano's Avatar

Mich Stefano

27 Jan, 2022 04:02 PM

I am interested in using MoneyDance but I can't find much information about available reports. Are the reports only shown as graphs or can I get more detailed transaction reports? Specifically, I would need a report of expenses by category that shows all of the transactions in each category along with a total. Is that available?

  1. 1 Posted by dwg on 27 Jan, 2022 08:31 PM

    dwg's Avatar

    I'm a fellow user.

    The reports are in two sections. The first are all graphs and the second section are all text reports, the icon changes between the two types.

    Graphs and Reports can exist on the side bar or you can access them via the menu command Tools --> Graphs and Reports

    The Knowledge Base has a section on Graphs and Reports you can access it via:

    https://infinitekind.tenderapp.com/kb/graphs-and-reports

  2. 2 Posted by dwg on 27 Jan, 2022 08:32 PM

    dwg's Avatar

    I hit enter too early.

    It sounds like the Income and Expense report (Detailed) may suit your requirement.

  3. System closed this discussion on 28 Apr, 2022 08:40 PM.

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