Allow exclusion of categories from income and expense reports

John Flannery's Avatar

John Flannery

06 Jun, 2022 12:15 PM

The expenses this year report on the summary page is very helpful to me. It would be better if I can exclude categories as a customization option. Specifically I want to include the Tax category. I want this because it is the highest single expense I have - thus consumes about 40% of the report real estate. Also - I can do little to nothing about it. Everything else in the report is under my control.

  1. Support Staff 1 Posted by Maddy on 06 Jun, 2022 12:26 PM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - "Show: By Individual'. This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by jflanner on 06 Jun, 2022 12:49 PM

    jflanner's Avatar

    Sorry - but I am a newbie. How do I get to the Report Settings Window?

    All the best,

    John

     <mailto:[email blocked]> [email blocked]

    From: Maddy <[email blocked]>
    Sent: Monday, June 6, 2022 8:27 AM
    To: [email blocked]
    Subject: Re: Allow exclusion of categories from income and expense reports
    [Suggestions #14663]

  3. Support Staff 3 Posted by Maddy on 06 Jun, 2022 12:55 PM

    Maddy's Avatar

    Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).

    When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.

    Finally, at the bottom of the report settings window where you see 'All Income' and 'All Expense'. Choose - "Show: By Individual'. This will display each of your individual categories and you can choose which to include/exclude before generating the report .

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by jflanner on 06 Jun, 2022 01:03 PM

    jflanner's Avatar

    Hello again Maddy:

    The below is what I see when I go from Tools -> Graphs and Reports ->
    [Expenses]. I do not see that All Income and All Expenses thing you are
    talking about. Am I in the design window you mention? I'm probably making
    a rookie missing a step mistake.

    All the best,

    John

     <mailto:[email blocked]> [email blocked]

    From: Maddy <[email blocked]>
    Sent: Monday, June 6, 2022 8:56 AM
    To: [email blocked]
    Subject: Re: Allow exclusion of categories from income and expense reports
    [Suggestions #14663]

  5. Support Staff 5 Posted by Maddy on 06 Jun, 2022 01:23 PM

    Maddy's Avatar

    In your screenshot you are looking at the Expenses graph settings.

    If I've understood you correctly, we were discussing the 'Income and Expense' report, or the 'Income and Expense, Detailed' report instead (?).

    For more information about Report Types and Uses, please click here.

    For Graph Types and Uses, please refer to this article.

    --
    Maddy, Infinite Kind Support

  6. System closed this discussion on 05 Sep, 2022 01:30 PM.

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