Hiding Categories
I am thinking about changing to Moneydance, but am struggling with how to hide certain categories from reports. For instance, I might have Transfer as a category, but don't want it to show up on my reports. I cannot find a way to do those transactions? Am I missing something? I did a search on the forums and came across a post suggesting that it is a requested but not implemented feature. The post was from a couple of years ago. Has this not been implemented? If not, or if there is no workaround, this is pretty much of a deal breaker for me. As a result, I am anxious for any help you can provide. BTW, I am running Moneydance on Linux Mint, if that helps.
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1 Posted by dwg on 02 Apr, 2023 04:02 AM
I'm a fellow customer.
I cannot think of a way of globally excluding selected categories from reports.
In terms of reports like the Income and Expense reports you can exclude selected categories or only include selected categories in a report.
2 Posted by hankranderson on 02 Apr, 2023 11:00 AM
Thanks for the response. Your comment led me back to look at how to customize which categories show up in a report. So, that helped. After searching around a bit, I figured out how to do it. But unless I am overlooking something obvious, doing that kind of report customization sure isn't obvious or, at least to me, logical. At least, however, it is possible.
3 Posted by dwg on 02 Apr, 2023 11:06 AM
The instructions on how to work with reports could do with some expansion.
https://infinitekind.tenderapp.com/kb/graphs-and-reports
System closed this discussion on 02 Jul, 2023 11:10 AM.