How to generate a "Monthly Register Report" for Checking & Credit Card Account Transactions?

rm2426's Avatar

rm2426

04 Feb, 2025 03:40 PM

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

  1. Support Staff 1 Posted by Maddy on 04 Feb, 2025 03:54 PM

    Maddy's Avatar

    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.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by tonyt on 04 Feb, 2025 08:40 PM

    tonyt's Avatar

    Not at my machine but would a 'Transaction Report' not work for you?
    https://infinitekind.tenderapp.com/kb/graphs-and-reports/report-typ...

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