Grouping Graphs and Reports in "Folders"

rphill's Avatar


05 Nov, 2023 11:38 AM

Are there any plans to add functionality to Group Graphs and Reports together in a similar way to the way that Accounts are grouped by Bank, Credit Card, Investments, Assets etc.?

I have a number of report for each Tax Year and it would be great to be able to put related reports into a Folder and collapse the folder until I needed it.

Something similar appeared to be requested back in 2018 - but there doesn't appear to have been any progress.

  1. 1 Posted by tonyt on 05 Nov, 2023 12:55 PM

    tonyt's Avatar

    I voted then, and am voting now, sorely needed for proper report organisation.

  2. 2 Posted by jvspringrose on 06 Nov, 2023 03:20 PM

    jvspringrose's Avatar

    I think this would be an important improvement. I've been a Moneydance user since 2012 and have created Annual Financial Reports every year since. I started with 2 reports (Income + Net Worth) in 2012, and now for 2023 I have 8 memorized reports by year. Total # annual reports over 12 years is now 70! That makes a pretty long list cluttering up the left column.

    I'm also disappointed that there has been no progress since requested in 2018 (and earlier).

  3. System closed this discussion on 05 Feb, 2024 03:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

29 May, 2024 07:01 AM
29 May, 2024 06:26 AM
29 May, 2024 02:38 AM
29 May, 2024 12:43 AM
28 May, 2024 11:59 PM