Income and Expense Report: Integrating Investment purchases

Nathan's Avatar


30 Jan, 2011 04:48 PM

I'm trying to figure out how to integrate Investment purchases (transfers from Bank account to investment account) in my Income and Expense Report. I've played with the Edit feature quite a bit once I run the report but cannot get these transactions to show up. However, the Budget Status graph at the top actually integrates these purchases as expenses.

  1. 1 Posted by Tom Freeman on 02 Feb, 2011 05:29 PM

    Tom Freeman's Avatar

    A transfer is neither an income nor expense, that is why it is not showing up. Have you looked at the transaction report? The budget report records it because you told it to look out for transactions in this category.

    What is the purpose you intend? Another report may be more suited.


  2. 2 Posted by Nathan on 02 Feb, 2011 09:08 PM

    Nathan's Avatar

    I would like to record my security purchases as an expense since, after the
    purchase, it is no longer liquid cash.

    Report I'm looking for is something exactly like the Income and Expense
    Report but with Security purchases integrated as expenses. Looked at the
    transaction report, and from what I could glean, it doesn't really achieve
    that end but gives me a list of ALL transactions for a specified period of

    On Wed, Feb 2, 2011 at 11:30 AM, Tom Freeman <
    [email blocked]<tender%[email blocked]>
    > wrote:

  3. 3 Posted by Ben Spencer on 05 Feb, 2011 07:06 PM

    Ben Spencer's Avatar

    The income and expense report in the next version of Moneydance has a new option in the report options to "Show transfers to or from non source accounts". If you specify that you don't want to include the investment account in the source accounts list for the report, transfers to that account will be included in the list.

    This isn't exactly what you are looking for but it will be close. While I cannot say for sure when the release will happen the next release is getting very imminent.

    Ben Spencer
    Moneydance Support

  4. System closed this discussion on 31 Mar, 2015 03:43 PM.

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