Income report that includes all income

tclowes's Avatar

tclowes

02 Aug, 2021 04:48 PM

I would like to have a report or graph that provides a total of income from all sources.
In particular, the Income graph shows only my pension income and a bit of interest from one account butnotsavings accounts..
If I want income from investments (ie.e dividends) to be included as income (which is what it is), I can get the income shown in an investment performance report.
Why isn't there a report (and or graph) that merges the income from all the accounts into one report?

  1. 1 Posted by Stuart Beesley ... on 02 Aug, 2021 05:10 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You can customise/edit the reports and graphs to include all the accounts you need.

    Can you send a screen shot of the report edit screen you see.

    (Not support, just a fellow user)

  2. 2 Posted by tclowes on 03 Aug, 2021 10:15 AM

    tclowes's Avatar

    Thank you for your quick response.

    I left the list of accounts as the default is 'All accounts'.

    However, I have just tried the Income graph and removed all except three investment accounts where all dividends are entered as Div, and two premium bond accounts where the 'winnings' are recorder as DivXfr.

    The graph produced is simply 'There is nothing to graph!'. In other words, it does not count
    dividends as income.

    A further irritation is that having chosen the accounts I want to be included, the nexttimeI look at the graph, it has reset to All Accounts. The Save option saves a .png file which File/Import says .png is an unrecognised file type.

    Terry Clowes

    ________________________________

  3. 3 Posted by tgilbert666 on 04 Aug, 2021 02:10 AM

    tgilbert666's Avatar

    I'm with Stuart. I have no trouble getting the info that you seem to be wanting.

    As Stuart suggested . . .

    Can you send a screenshot of the report edit screen you see? It would also help to know which version of MD and which Operating System you are using.

    Also, have you checked Tools | Categories to see if the items you are missing are in an Income category? Do you perhaps have similarly named categories that are both Income & Expense and the transactions you are looking for are mis-categorised?

    Also, what happens if you use the [Memorize] button to memorize your report settings? Or, I guess, in your case your Chart if you are seeing a .png file for output. .png is a graphics format unrelated to Moneydance and just offers a way to preserve a static shot.

    Perhaps you should review here:
    https://infinitekind.tenderapp.com/kb/graphs-and-reports

    I don't understand your reference to File / Import. You can't import a graphics file into Moneydance? What is it you are hoping for? Use a graphics program to open a graphics file.

    Tony (a fellow user).

  4. System closed this discussion on 03 Nov, 2021 02:20 AM.

  5. tclowes re-opened this discussion on 10 Apr, 2024 12:12 PM

  6. 4 Posted by tclowes on 10 Apr, 2024 12:12 PM

    tclowes's Avatar

    Let me try again. Using the Income graph, I selected one account that had several Div entries. The graph display was 'There is nothing to graph!'
    In Tools/Categories Div and DvXfr are classed as Income in several places.
    The Edit dialogue is attached.
    System is Windows 11, Moneydance is version 2023.3 (5064).

  7. 5 Posted by dwg on 10 Apr, 2024 12:54 PM

    dwg's Avatar

    Div and DivXfr are action types there should not be any Categories with these names.

    The actions dictate how the transactions are to be processed by the software, not necessarily what they are.

    What do the Dividend Transactions in the account look like?

  8. 6 Posted by tclowes on 10 Apr, 2024 02:52 PM

    tclowes's Avatar

    The Div transaction has entries in:
    Date, Action (Di), Security, Amount

    DivXfr is the same but with an account name in the Transfer column

    How else can a dividend be identified? And why does Moneydance allow sun-categories of Income to be defined as Div and DivXfr?

  9. 7 Posted by tclowes on 10 Apr, 2024 03:02 PM

    tclowes's Avatar

    If Div tells the software how to process the transaction, why doesn't it do so when I ask it.

    I should add that The Income and Expenses report does appear to add up the Div entries, although I can't rely on the result. Maybe it adds up some other type of income.

  10. 8 Posted by dwg on 10 Apr, 2024 09:56 PM

    dwg's Avatar

    The income and expense reports are working of the category field so where they appear in an Income and Expense report is determines by what you select for this field.

    What appears in the actual report depends on what accounts you include in the report as well as what categories you select to appear in the report.

    The graph parameters you have set indicate that only the top three income events will be on the graph, it does not make sense to show too many items on a graphs since it makes it too congested. The graph does not give you the options of what specific income items to show.

    The Income and Expense Detailed report is where you will be able to see all transactions included in the report.

  11. 9 Posted by tclowes on 15 Apr, 2024 11:00 AM

    tclowes's Avatar

    I can understand that for Bank accounts Category is significant, but I'm mostly working with Investment accounts for which Category becomes Security - the name of the company, trust, fund etc.. The Action column says what the transaction is about, e.g. Div, Buy, Sell, MiscInc, etc.. The only other columns used are Date Transfer if the income is being transferred to another account, and Amount.
    Moneydance should know which kind of account is listed in the report settings. Div is income so I expect it to use that for the Income report.

  12. 10 Posted by dwg on 15 Apr, 2024 11:21 AM

    dwg's Avatar

    The category field in Investment accounts is the field below the security field

  13. 11 Posted by Stuart Beesley ... on 15 Apr, 2024 11:23 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I just tested this and it works fine for me for both Div and DivXfr..... Both appear in the Income & Expenses report.. Note:
    - The report MUST include the accounts that the Div was recorded in - The report must include the income category that you are recording Divs against..

    So which of the 2 conditions above are you not meeting?

    In my example attached, both these Divs hit the Salary category (just a dummy example), and these both are selected and appear in the I&E report.... for example...

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