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Reporting Options

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Philip Haworth

25 Jun, 2024 03:24 AM

Hi there, can I create a report which includes more than one account?

I am okay with choosing the categories I need but I can't see an option to select more than one account.

Currently I have had to set up two identical reports except they are pointing to different accounts to achieve what I need.

Thank you for your help and support.

Best Regards - Philip

1. 1 Posted by dwg on 25 Jun, 2024 03:39 AM

   

   It is not clear what sort of report you are after.

   Reports like the Income and expense reports allow you to specify what accounts to include.

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2. Support Staff 2 Posted by Maddy on 25 Jun, 2024 09:06 AM

   

   Hi Philip,
   Thank you for contacting Moneydance support.

   You could use the 'Income and Expense, Detailed' report.
   Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).

   When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.

   At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - Show: By Individual.
   This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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3. Maddy closed this discussion on 25 Jun, 2024 09:06 AM.

4. Philip Haworth re-opened this discussion on 25 Jun, 2024 10:24 AM

5. 3 Posted by Philip Haworth on 25 Jun, 2024 10:24 AM

   

   Thanks Maddy,

   That’s really useful and I have been playing with it this morning.

   I have now been able to get a single report to do what I need.

   Great Software and support.

   Best Regards
   Philip

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6. Support Staff 4 Posted by Maddy on 25 Jun, 2024 10:26 AM

   

   You are welcome!
   I'm very pleased to hear that.
   I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

   --
   Maddy, Infinite Kind Support

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7. Maddy closed this discussion on 25 Jun, 2024 10:26 AM.