Reports

Larry Marks's Avatar

Larry Marks

23 Apr, 2021 08:15 PM

We are new uses of Moneydance coming from Quicken everything is going well except for the fact that the reports are generic Quicken gave the ability to create reports selecting fields as needed in Moneydance we must use what Moneydance selects as valid. Question does Moneydance offer a report writter App?

  1. 1 Posted by Larry Marks on 23 Apr, 2021 08:57 PM

    Larry Marks's Avatar

    do you have additional report writters

  2. 2 Posted by Stuart Beesley ... on 23 Apr, 2021 09:23 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Mike Bray has a report writer extension.

  3. 3 Posted by sprimost on 24 Apr, 2021 12:59 AM

    sprimost's Avatar

    From: sprimost -- Not IK Support

    The extension is actually very good, but you will need to generate the
    report you want, since the output is in csv format. All the data is
    there! Slicing and dicing is up to you. A bit of programming knowledge
    (like python) that can handle csv files easily, may be of help, but I
    can see similar result using cal (or excel). You may need some time to
    understand the information provided.At this point in its development,
    still a "roll-your-own" or steep learning curve for "Jasper" My advice
    is don't go there (yet).
    /scp

  4. 4 Posted by Mike Bray (Quot... on 24 Apr, 2021 10:17 AM

    Mike Bray (Quote Loader Author)'s Avatar

    The extension outputs data in csv, excel and database formats, look here
    for more information:
    https://bitbucket.org/mikerb/moneydance-2019/wiki/Home
    Though using Python on the csv files may be useful, using the tools
    within Excel is the easiest non-programming way.
    regards
    Mike Bray

  5. 5 Posted by Stuart Beesley ... on 24 Apr, 2021 10:20 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you want csv and then you can play in excel I have a variety of extract. The extension is extract_data

    https://yogi1967.github.io/MoneydancePythonScripts/

  6. 6 Posted by lpwmquest on 25 Apr, 2021 07:59 PM

    lpwmquest's Avatar

    Thank youSent from my Verizon LG Smartphone------ Original message------From: Stuart Beesley - JUST A FELLOW USER Date: Sat, Apr 24, 2021 6:20 AMTo: [email blocked];Cc: Subject:Re: Reports [Extension Development #5552]

  7. 7 Posted by lpwmquest on 25 Apr, 2021 07:59 PM

    lpwmquest's Avatar

    Thank youSent from my Verizon LG Smartphone------ Original message------From: Mike Bray Date: Sat, Apr 24, 2021 6:17 AMTo: [email blocked];Cc: Subject:Re: Reports [Extension Development #5552]

  8. System closed this discussion on 25 Jul, 2021 08:00 PM.

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