Creating reports

David's Avatar

David

15 Jan, 2025 06:08 PM

How do you create reports ie income

  1. Support Staff 1 Posted by Maddy on 16 Jan, 2025 04:00 PM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    You could use the 'Income and Expense' report, or 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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