tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/76845-income-and-expenses-reportInfinite Kind: Discussion 2022-01-19T15:16:28Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/496180722022-01-18T15:08:04Z2022-01-18T15:08:04ZIncome and Expenses Report<div><p>Hi John,<br>
Thank you for contacting Moneydance support.</p>
<p>I'd recommend using the 'Income and Expense, Detailed' report.</p>
<p>Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).</p>
<p>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.</p>
<p>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.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/496180722022-01-19T15:11:36Z2022-01-19T15:11:36ZIncome and Expenses Report<div><p>Dear Maddy,</p>
<p>Thank you for this information. I could not understand why I had to check Tax Related to get the categories to appear. This is what answered my question:</p>
<p>“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.”</p>
<p>I appreciate your help. After 20 years of single entry, I’m so happy to get back to a fully featured, double entry accounting program.</p>
<p>John</p></div>John W. Morentag:infinitekind.tenderapp.com,2009-01-14:Comment/496180722022-01-19T15:16:27Z2022-01-19T15:16:27ZIncome and Expenses Report<div><p>You are welcome, John!<br>
I'm very pleased to hear that.<br>
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy