Create a Graph or Report

The graphing and reporting functions in Moneydance allow you to view your financial data in many different ways.

  • Reports are text-based.
  • Graphs are visual representations of your data.

You can find a list of all available graphs and reports in this section of the knowledge base.

Create a Graph or Report -

To create a graph or report, navigate to Tools > Graphs and Reports.

In this window, you can choose the graph or report you'd like to use from the list on the left.

  • Graphs display a green (line graph) icon.
  • Reports display an orange (clipboard) icon.

When you select the graph/report name, you'll see the settings appear on the right of the window.

Amend the settings, then select "Generate" to view the graph/report.


Graphs and reports are also available in the sidebar (below your accounts).

Select the graph/report name in the sidebar.
This will display the graph/report in the main window (on the right).
Choose "Edit" at the top right of the window to amend the graph/report settings.

Amend the settings, then select "OK" to view the graph/report in the main window.

The steps to export a graph or report are outlined in this article.

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