tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/93799-starting-new-year-with-all-accounts-having-a-zero-balanceInfinite Kind: Discussion 2020-06-08T16:30:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-01-21T21:36:50Z2020-01-21T21:36:50ZStarting new year with all accounts having a zero balance<div><p>I'm a fellow user.</p>
<p>Moneydance does not work like that, to do so would likely irretrievably destroy investment type data.</p>
<p>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.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-02T18:13:31Z2020-03-02T18:13:32ZStarting new year with all accounts having a zero balance<div><p>I have all my entries in for the year and want a report showing income and<br>
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?</p>
<p>Sent from my iPad</p></div>Lorraine C Petersontag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-02T19:05:31Z2020-03-02T19:05:31ZStarting new year with all accounts having a zero balance<div><p>Hi Lorraine,<br>
Thank you for contacting Moneydance support.</p>
<p>From <em>Income and Expenses, Detailed</em>, click on <em>Edit</em> and select custom dates and flag the items you wish to include in your report, and click <em>Generate</em> (at the bottom, right).</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-07T15:37:37Z2020-03-07T15:37:38ZStarting new year with all accounts having a zero balance<div><p>I’m trying to get a report of Category Income /Expenses<br>
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.<br>
Lorraine<br>
Sent from my iPad</p></div>Lorraine C Petersontag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-07T15:45:10Z2020-03-07T15:45:10ZStarting new year with all accounts having a zero balance<div><p>Hello Lorraine,</p>
<p>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.</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-09T16:12:08Z2020-03-09T16:12:08ZStarting new year with all accounts having a zero balance<div><p>I have a report on scene<br>
Category Income /Expenses - Last 12 Months<br>
It shows Apr 2019 through Mar 2020 then overall.<br>
I want a report for Jan 2019 to Dec 2019.<br>
When the report comes on screen “Edit” does not appear anywhere.<br>
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.</p>
<p>Lorraine</p>
<p>Ensues</p>
<p>Sent from my iPad</p></div>Lorraine C Petersontag:infinitekind.tenderapp.com,2009-01-14:Comment/480248182020-03-09T16:29:07Z2020-03-09T16:31:00ZStarting new year with all accounts having a zero balance<div><p>Hi Lorraine,</p>
<p>Would it be possible for you to send us a screenshot of your report settings and the discrepancies you’re seeing in the report.<br>
Thank you</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy