Starting new year with all accounts having a zero balance

Lorraine C Peterson's Avatar

Lorraine C Peterson

21 Jan, 2020 07:54 PM

I have started a new bank account and want 2020 entries to show in the balances

I want categories to start with a zero balance

  1. 1 Posted by dwg on 21 Jan, 2020 09:36 PM

    dwg's Avatar

    I'm a fellow user.

    Moneydance does not work like that, to do so would likely irretrievably destroy investment type data.

    The software takes a different approach by providing filters along the top of the transaction registers that can be used to restrict the amount of data you see in these views. The other avenue to see a restricted amount of data is through the various reports that Moneydance provides.

  2. 2 Posted by Lorraine C Pete... on 02 Mar, 2020 06:13 PM

    Lorraine C Peterson's Avatar

    I have all my entries in for the year and want a report showing income and
     Expenses for the year. I get a report up but it starts with March instead of January. I can’t find a way to get January 1 to December 31, 2019.
    Can you help?

    Sent from my iPad

  3. Support Staff 3 Posted by Maddy on 02 Mar, 2020 07:05 PM

    Maddy's Avatar

    Hi Lorraine,
    Thank you for contacting Moneydance support.

    From Income and Expenses, Detailed, click on Edit and select custom dates and flag the items you wish to include in your report, and click Generate (at the bottom, right).

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

    Maddy, Infinite Kind Support

  4. 4 Posted by Lorraine C Pete... on 07 Mar, 2020 03:37 PM

    Lorraine C Peterson's Avatar

    I’m trying to get a report of Category Income /Expenses
    For 1/1/19 to 12/31/19. I am at Categories/Overtime and the report is April 2019 to March 2020. I can’t find a way to change the date.  your help is appreciated.
    Sent from my iPad

  5. Support Staff 5 Posted by Ethan on 07 Mar, 2020 03:45 PM

    Ethan's Avatar

    Hello Lorraine,

    Maddy provided instructions for how to do this in her last post. Can you explain what you are having trouble with in those instructions? Open the report by clicking on it in your left sidebar, and then click on the Edit button towards the upper right of the report, and change the settings.

    Infinite Kind Support

  6. 6 Posted by Lorraine C Pete... on 09 Mar, 2020 04:12 PM

    Lorraine C Peterson's Avatar

    I have a report on scene
    Category Income /Expenses - Last 12 Months
    It shows Apr 2019 through Mar 2020 then overall.
    I want a report for Jan 2019 to Dec 2019.
    When the report comes on screen “Edit” does not appear anywhere.
    I know this seems like a simple thing, but it just annoys me I can’t generate the report I want, when I know it’s there somewhere.



    Sent from my iPad

  7. Support Staff 7 Posted by Maddy on 09 Mar, 2020 04:29 PM

    Maddy's Avatar

    Hi Lorraine,

    Would it be possible for you to send us a screenshot of your report settings and the discrepancies you’re seeing in the report.
    Thank you

    Maddy, Infinite Kind Support

  8. System closed this discussion on 08 Jun, 2020 04:30 PM.

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