How to generate a "Monthly Register Report" for Checking & Credit Card Account Transactions?
2025-0203 MAC OS-Sonoma using MD 2024.3 (5214).....
Checking & Credit Card Accounts...........
I cannot see how to generate a Register Report (PDF & CSV Files), of the Monthly Transactions, showing:.. the Account-#/Name, Reference#-Name, Payee, Description, Cleared-Etc, $Amount, and the $Balance, by selecting dates of transactions (Start/End) to Print or Save in a file?
Any help & steps to do this would be appreciated?
Thanks, RM2426
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Support Staff 1 Posted by Maddy on 04 Feb, 2025 03:54 PM
Hi,
Thank you for contacting Moneydance support.
You could use the extension Extract Data version 1046. This is available from Extensions->Manage Extensions->Extract Data
This extension is a useful tool aiming to extract your data to screen/csv.
So, you can download your data to excel where you can filter, sort etc.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support
2 Posted by tonyt on 04 Feb, 2025 08:40 PM
Not at my machine but would a 'Transaction Report' not work for you?
https://infinitekind.tenderapp.com/kb/graphs-and-reports/report-typ...