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Income and Expense report without displaying every category?

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Andrew

04 Nov, 2025 06:52 PM

Is there a way to run an "Income and Expense" type report, but only show subtotals for selected categories (while including data for all subcategories?)

I can't figure out how to run a report that just shows subtotals for the major categories without cluttering it up with 200 subcategories.

1. Support Staff 1 Posted by Maddy on 04 Nov, 2025 07:11 PM

   

   Hi Andrew,
   Thank you for contacting Moneydance support.

   At the bottom of the Income and Expense, Detailed' report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - Show: By Individual.
   This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by dwg on 04 Nov, 2025 07:34 PM

   

   I doubt you will get any closer than the Income and Expense Summary report.

   When you deselect categories, it is telling the system not just to not display them, but to not include them in the report at all.

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3. 3 Posted by Andrew on 04 Nov, 2025 08:09 PM

   

   Yeah, unchecking the categories removes the data, too. I need something where the data is rolled up to the categories that are selected for display.

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4. 4 Posted by dwg on 04 Nov, 2025 09:15 PM

   

   The query templates do not have that degree of customisation.

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