How do I export accounts from Money Dance to an excel spreadsheet to send to an accountant
Export Accounts to Excel spreadsheet
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#1 Posted by Stuart Beesley ... on 14 May, 2026 04:03 PM
Extension extraction data.
#2 Posted by Pat Hewett on 21 May, 2026 02:23 PM
How do I export accounts from Money Dance to an excel spreadsheet to send to an accountant
#3 Posted by Stuart Beesley ... on 21 May, 2026 02:27 PM
Run a report and save to xxx or copy to xxx
Or use extension extract data - as I said last time.
#4 Posted by Maddy Support staff on 21 May, 2026 02:32 PM
Hi Pat,
Thank you for contacting Moneydance support.
You could use the 'Income and Expense' report, or the 'Income and Expense, Detailed' report.
Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).
When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.
At the bottom of the 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.
Moneydance can save reports in HTML, Tab Delimited, Comma Delimited (CSV) and Comma Delimited (CSV), Encoded for Excel). This saves the data in a digital format that you can then send to your accountant.
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
System closed this discussion on 20 Aug, 2026 02:40 PM.