tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/12937-year-to-date-comparison-reportInfinite Kind: Discussion 2020-01-29T18:20:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/477748762019-10-30T10:38:32Z2019-10-30T10:38:32ZYear To Date Comparison Report...<div><p>Hi,<br>
Thank you for contacting Moneydance support.</p>
<p>Although a report specifically designed for this purpose is not available, you can achieve this with existing reports.</p>
<p>Within the <em>Income and Expense</em> report. You can select a period of several years, and then choose the Group By: Year option.<br>
This will display your categories in columns of those years side by side.<br>
You could use the Group By option in that report for other periods as well, but it's not that optimal for shorter periods.</p>
<p>For example, you could choose to group by month for a period of two years, which would create 24 columns, so you'd likely have to scroll horizontally to compare January from last year with the one from the year before that.<br>
You could adjust the column size, or export to a spreadsheet after hiding the columns.<br>
Within the 24-column type of report, you can drag-n-drop columns, as well. For instance, you could drag the January column from one year, next to the January column of another year and disregard the other columns.</p>
<p>Also, you if you set up <em>Budget Bars</em> to use last year's actual category amounts, you can have a comparison on your summary page for selected time periods (Moneydance's drop-down periods, of which year-to-date/monthly are available) against last year's averages for the categories selected as budget bars.</p>
<p>Finally, please find the steps below:<br>
- Navigate to the Income & Expense report from the left side bar. - Click the 'Edit' button to open the parameters window. - Click the 'Reset' button at the bottom. - Set the Date parameters to Start Date 01/01/2018, End Date 12/31/2019 - Set the 'Group By' option to 'Group By Year'. Above the large box at the bottom, click the 'None' button, then click the 'By Individual' button.<br>
- Select the desired 'category(s)' to generate the report. - Click OK.</p>
<p>To export the report to Excel, use either the 'Copy to clipboard' button and paste it into Excel or use the 'Save' button.<br>
You can then save the report as either HTML or as a delimited file, either of which you can open in Excel. (be sure to retain the relevant file extension when naming the report file).</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/477748762019-10-30T18:16:27Z2019-10-30T18:16:27ZYear To Date Comparison Report...<div><p>Your verbose answer was really of no help at all. The real answer is that Moneydance doesn't have a way to do it the way I want. The work around you gave was pretty much the same work around I had in my question. It doesn't work for me. Would it be possible to add this to the list of improvements for future versions? Please advise. Thank you.</p></div>goforit1