How to see the transaction detail in the budgeting category

Anne's Avatar


28 Jul, 2019 05:07 PM

I set up my budget and I like it. However, I would like to be able to click on a category and see all of the transaction detail for that category. Is there a way to do that in Moneydance? Thanks in advance.

  1. 1 Posted by runewh on 28 Jul, 2019 07:03 PM

    runewh's Avatar

    U can goto income and expenses where they r listed by category.

    Sent from Rune's iPhone

  2. 2 Posted by Anne Dwyer on 29 Jul, 2019 12:38 AM

    Anne Dwyer's Avatar

    Thanks for your reply. But when I go into expenses, I get each category and
    the percent of the whole, but not the actual transactions.

    My expense transactions are split between my checking account and two
    different credit cards. I would like to see all of the transactions that
    make up a category in one list, right from my budget. I don't need
    aggregate amounts or graphs, I want an actual list.

    Can moneydance do this?

  3. 3 Posted by Anne Dwyer on 29 Jul, 2019 12:48 AM

    Anne Dwyer's Avatar

    OK. I get it now. There are graph income and expenses and detail income and
    expenses farther down the side bar. When I click on the detail income and
    expenses, it gives me the transactions.

  4. 4 Posted by runewh on 29 Jul, 2019 01:30 AM

    runewh's Avatar

    Select income and expense details.

    Sent from Rune's iPhone

  5. System closed this discussion on 28 Oct, 2019 01:30 AM.

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