Create report

Richard's Avatar

Richard

02 Oct, 2023 07:42 AM

How do I create a new report? I can only find options to edit existing ones.

  1. 1 Posted by dwg on 02 Oct, 2023 07:54 AM

    dwg's Avatar

    The provided reports are templates, you can change election criteria etc and then memorize the settings under a name you select.

    It is not possible to create a report from scratch, there is no report writer in Moneydance.

  2. 2 Posted by richardhubbard.... on 02 Oct, 2023 08:01 AM

    richardhubbard.com's Avatar

    Thanks.

    A couple of years ago I was able to create a report showing Income for just one Category.

    If I edit that report now, the facility to select categories seems to no longer exist - so the report will show all income for the selected account.

    The report name contained dates. I can’t see any way to edit that name to change the dates.

    Have these features been removed in the 2023 version of Moneydance?

    Richard

  3. 3 Posted by dwg on 02 Oct, 2023 08:06 AM

    dwg's Avatar

    I'm not aware of any changes having been made to any reports for quite some time.

    It sounds like you may be talking about one of the Income and Expense reports, I have certainly seen no changes to either of these reports.

  4. 4 Posted by dwg on 02 Oct, 2023 08:17 AM

    dwg's Avatar

    A number of thinks you can try is after running the report click on the reset button to set it back to default settings.

    To be able to select individual categories select on the "By Individual" title above the category selection box to bring up the list of all categories for you to select from.

  5. Support Staff 5 Posted by Jenny on 04 Oct, 2023 10:19 AM

    Jenny's Avatar

    Hi Richard,

    I would recommend you refer to this article that details how to create reports using your categories.

    As dwg has advised, you can use one of the income and expense reports -

    • The "Income and Expenses" report displays a summary of your income and expenses.
    • The "Income and Expenses, Detailed" report is the same, except that it also lists the individual transactions that make up the totals.

    When viewing the report settings, you'll likely see "All Income" and "All Expense" at the bottom of the window. Select the button on the right of this - "Show: By Individual". This will display each of your individual categories, and you can choose which to include/exclude.

    --
    Jenny, Infinite Kind Support

  6. System closed this discussion on 03 Jan, 2024 10:20 AM.

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