Allow category/account selection in the Summary Expenses Bar
On the summary page, is there any way to exclude an account from the "Expenses" list? or is it an All or Nothing?
I have a spending account that I don't want included as part of my monthly expenses.
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Support Staff 1 Posted by Maddy on 20 May, 2026 02:26 PM
Hi Brian,
Thank you for contacting Moneydance support.
The Expenses widget automatically includes all categories marked as Expense, regardless of which account the transactions come from.
You could use a custom graph/report instead.
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.
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Maddy, Infinite Kind Support
2 Posted by Brian on 20 May, 2026 05:20 PM
Thanks for the reply.
Maybe I should put this is the "Suggestions" section for future updates. It would be a nice feature to be able to choose which accounts you want to report expenses on the summary tab. I use it as a quick glance at the end of each month to see where the money went and I don't really want to run a report or create a budget.
Thanks again!
Support Staff 3 Posted by Maddy on 21 May, 2026 10:14 AM
Absolutely!
I've created a ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this thread your interest in the ticket has been registered. This is equivalent to voting for it.
We will notify you when there are further developments on this topic.
Please let us know if we can be of further assistance!
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Maddy, Infinite Kind Support