sortable reports

Peter Schumacher's Avatar

Peter Schumacher

15 Jul, 2019 10:17 PM

Does Moneydance allow for customizable reports? For example, sorting by category and then date (or amount)? Can I set personal categories, or do I need to use your pre-set categories? I use this to prepare my finances for my accountant.

  1. 1 Posted by dwg on 15 Jul, 2019 10:51 PM

    dwg's Avatar

    I'm a fellow user.

    The sort order of reports is largely determined by the type of report it is. For example Income and expense reports are sorted by category first then by date within the category. Transactions reports are sorted by date etc.

    You can add and delete categories as you wish, you can also choose what categories to use in reports like the Income and Expense reports (these are really category based reports)

    All reports can be customised to a degree but are not completely customisable, you basically determine the set of parameters that are used to generate the report.

  2. System closed this discussion on 14 Oct, 2019 11:00 PM.

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