Reports

Miriam's Avatar

Miriam

20 Apr, 2020 06:32 PM

How do I run a report from the entire previous year for each acct? Can I run it and then go in an see by category?
Thanks for the help.

  1. 1 Posted by mhoggie on 20 Apr, 2020 06:51 PM

    mhoggie's Avatar

    just a user,

    I think you can do that from the Income and Expense detailed report. The category is in the far left column and is will subtotal by accounts.

  2. 2 Posted by Miriam Schechte... on 20 Apr, 2020 07:15 PM

    Miriam Schechter's Avatar

    Thanks. I was able to do it by following the help from online but I can't
    do it by category and get a subtotal. I will just remember this year to do
    it by category on 1/1/2021 for tax purposes. Being able to subtotal by
    category will make my life much easier. I have to do it for several credit
    cards and checking accts (Mine and my daughter's). So lesson learned. I
    have used moneydance before but never as completely as I have this year. I
    appreciate your help.

  3. 3 Posted by mhoggie on 20 Apr, 2020 07:48 PM

    mhoggie's Avatar

    just a user,

    If you want a report subtotaled by category, then on the Income and Expense detailed report, click none to turn all the filters off, then to the right will see the Show option. Click that option if you don't see all the categories listed. Then select the categories you are interested in and run the report. It will subtotal by category and you can see in the account column where the expense occurred.

  4. 4 Posted by Miriam Schechte... on 20 Apr, 2020 08:21 PM

    Miriam Schechter's Avatar

    Thanks I'll let you know when I get back on the computer of I can figure
    your instructions out. Thanks for the details.
    Miriam

  5. 5 Posted by Miriam Schechte... on 26 Apr, 2020 08:46 PM

    Miriam Schechter's Avatar

    Hi,
    I just had the time to go through your instructions - WOW - it worked.
    Thank you so much. I will keep your instructions in a safe place since
    sometimes I have a pea brain. . Have a great day, be safe.
    Miriam

  6. Maddy closed this discussion on 26 Apr, 2020 09:20 PM.

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