Category Report

Lani Seifert's Avatar

Lani Seifert

20 Jan, 2018 04:37 PM

First some praise: I am very, very happy with Moneydance and so happy that I switched.

Next the suggestion: It took me quite a while to generate a useful category report for tax purposes. I wish it was simpler. The little, tiny window for choosing individual categories is tiny, even when I made the window bigger. Yes, I should have taken the trouble to click the "tax related" box but I didn't. The whole report/graph thing is not particularly user friendly.

Also, still hoping for the "savings goal" feature that is found in Quicken-really the only thing I slightly miss about Quicken.

  1. System closed this discussion on 21 Apr, 2018 04:40 PM.

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