Ability to set default for reports

RobS's Avatar


01 Dec, 2010 09:58 PM

Apologies if this has already been raised, but I think being able to change the default date range applicable to reports would be useful, so instead of them all defaulting to "Year to date" when first run, I could have one of the alternative options come up each time.

Related to this, I would like to add my weight to having a customisable financial year in Moneydance, and the option for reports and budgets to use this date range. The ability to set "financial year to date" as a default for reports would be perfect!!

With the UK tax year starting 6th April,and local taxes starting 1st April each year, I budget April to March, and find I can't use the budget manager or the budget bars to report within this date range, and using reports I have to manuallly change the date range each time I run them if I want a "Financial year to date" report.



  1. 1 Posted by Ben Spencer on 07 Dec, 2010 08:11 PM

    Ben Spencer's Avatar

    Hi Rob

    This is actually a fairly popular suggestion. I have attached the relevant suggestion ticket such that your post counts as a vote for the ticket.

    Thank you for the feedback.

    Ben Spencer
    Moneydance Support

  2. 2 Posted by Colin Leigh on 14 Mar, 2011 10:19 AM

    Colin Leigh's Avatar

    I fully agree with Rob and with the tax year end approaching any amendment to the programme would be very acceptable - has progress been made?

  3. 3 Posted by Ben Spencer on 14 Mar, 2011 01:53 PM

    Ben Spencer's Avatar

    I am afraid the ticket is not yet scheduled for implementation.

    Ben Spencer
    Moneydance Support

  4. System closed this discussion on 31 Mar, 2015 03:32 PM.

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