Moneydance reports - Income Vs Expenses and similar

roneydxb's Avatar

roneydxb

28 Mar, 2021 01:43 PM

Hello,

Is there a report that can be generated that will provide me with my annual average for each category item - such that I can use that to plan a savings-budget ? I've got years of data in moneydance - but cannot find a means to churn out such a report. If this is not available, please could you include in your next update. This should be relatively easy - but a valuable report for everyone to understand their expenses and to plan/save/budget accordingly.

  1. 1 Posted by Stuart Beesley ... on 28 Mar, 2021 02:50 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    You could use my extract_data extension, to csv, open in excel. Throw it into a pivot table and hay presto....

    https://yogi1967.github.io/MoneydancePythonScripts/

  2. 2 Posted by -Kevin N. on 28 Mar, 2021 04:35 PM

    -Kevin N.'s Avatar

    Hi roneydxb,

    One of the nicer features of Moneydance's reports is the 'Copy to Clipboard' option.

    Simply generate and Income & Expenses report, grouped by year, and click the copy to clipboard button, then Paste it into your spreadsheet of choice.

    You could use the AVERAGE function in a column to the right of the data (just make sure not to include the 'Total' column of the data when creating the formula)
    Use auto-fill to drag the formula down the column.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by roneydxb on 29 Mar, 2021 04:54 AM

    roneydxb's Avatar

    Thank you stuart.. I might try that sometime soon. I just read through the
    link and on the other notes - interesting stuff.

  4. 4 Posted by roneydxb on 29 Mar, 2021 06:13 AM

    roneydxb's Avatar

    Hi there Kevin,

    Whoa... thank you so much !! I've always seen the copy button - but never
    thought I could copy/paste straight into excel. This is really interesting
    and something I will start using straight away.

    On initial test - there were some teething issues. I would like to list in
    support of future updates :

    - Pasting in excel includes the currency codes and they don't automatically
    get accepted as a currency-formatted-number in excel. Atleast it did not do
    that for some of the currencies I have - which I guess were currencies that
    were manually added. The common currencies $ and £ and EUR worked fine -
    but I do have Indian Rs and AED which were not readilly accepted. A
    moneydance update needed to include this functionality ?

    - The totals were not formula based - which is understandable. However,
    sub-totals are causing an issue - requiring removal of such rows. The
    report does not have an option to avoid sub-totals for categories that has
    sub-items. Moneydance updates needed here.

    - Would help to have a spacing between each group - so that they can be
    identified easily ( after every total ). Moneydance updates needed here.

    - Again, would help if the formatting is also copied - such that they
    (headings and similar items ) are visible in excel ( instead of manually
    digging through hundreds of rows of data to identify them ). Moneydance
    updates needed here.

    - Mix of currencies, their totals and how they affect the grand total is
    not easy to handle - but I suppose it is best to handle them in excel
    seperately.

  5. 5 Posted by -Kevin N. on 29 Mar, 2021 05:48 PM

    -Kevin N.'s Avatar

    Hi roneydxb,

    Have you tried using the 'Save' feature in the report?

    You may have better/different results, let's say Saving the report as an HTML file.

    You can then open the saved .html file in a spreadsheet.

    -Kevin N. (not a member of MD support)

  6. 6 Posted by Stuart Beesley ... on 29 Mar, 2021 06:03 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    you are hitting character encoding issues.. I know that the paste function just stuffs tab delimited output into the clipboard. Saving as comma delimited will be better AND DO NOT double click the file to open if on a Mac. Use Excel File>Open and change the File origin option (probably uff-8 or Mac format)... Or just use my extract_data extension ;->

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