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markw's Avatar

markw

02 Aug, 2019 09:15 PM

I'm trying to make reports in MoneyDance. I'm trying to figure out how to do a Transaction Report that subtotals by category. I'm looking for a simple users manual. When I click on help, it seems I need to bother you. Kind helper, please let me know where I might find a users guide so I can learn basic operation of reports.

My exact question is I figured out how to make an Income Statement for my rental house. I'd like to be able to see all the transactions that make up my summarized expense categories. When I click on a summarized category (e.g. Repairs) it brings me to a very long transaction list that seems to hold all transactions going back years! There must be a way to see the 5-10 transactions that are summarized into the "Repairs" line on my income statement.
     Mark W.

  1. 1 Posted by dwg on 02 Aug, 2019 10:13 PM

    dwg's Avatar

    I'm a fellow user.

    The manual for Moneydance takes the form of an online knowledge base that contains articles about usage of the software. The entry point is:

    https://infinitekind.tenderapp.com/kb

    From what you describe it sounds like the Income and Expense (Detailed) Report may suit your needs. You can set the parameters to suit then generate the report.

  2. 2 Posted by markw on 02 Aug, 2019 10:17 PM

    markw's Avatar

    Thank you!

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