Accounting data for one payee and one year

Virginia's Avatar


04 Aug, 2018 10:25 PM

I want to be able to get a total amount for one payee (ie: church, or electric co.) for a period of time (ie. previous year, or last 6 months) as if I need the information for a financial report. I had Quicken for years and am hoping Moneydance has the same capabilities to get those reports. I just can't find the right button to select.
Help, please. Thank you.

  1. 1 Posted by quotient on 04 Aug, 2018 11:12 PM

    quotient's Avatar

    I'm just a user, not support.

    Here's one way: Tools-->Graphs and Reports-->Transaction Filter. A set-up form will appear; if you have used the that report before, choose "Edit" on the report to make a new set-up.

    Select the account you want the report from.
    Enter the Description (Payee) you want to include.
    Select the start and end dates you want.

    That should work. Good Luck!
    Oh, almost forgot, for this report you probably want to choose the "AND" combining criteria as you only seem to want transactions that include all three of the criteria above.

  2. 2 Posted by Virginia Stephe... on 05 Aug, 2018 12:33 AM

    Virginia Stephens's Avatar

    I want to thank you for that information. That is exactly what I was
    looking for. Thanks, again, for replying to my question.
    Take care!

  3. System closed this discussion on 04 Nov, 2018 12:40 AM.

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