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pivot reports

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Jack

06 May, 2009 01:38 AM

Has any discussion been transfered from previous forums to here regarding improved reporting facilities.

I would dearly love to see MD have pivot table functionality similar to MS Excel.

Is this on the list of things to do? If so - any idea on release date?

1. 1 Posted by Ben Spencer on 16 May, 2009 06:46 PM

   

   Hi Jack

   I haven't heard any discussion of pivot tables and Moneydance in these forums and a search of google for the terms "pivot table moneydance" results in this discussion as the only relevant result. I had a quick search in the old bug tracking site and did turn up a suggestion for just such a feature. Here is the link

   http://moneydance.com/trac/ticket/1611

   So pivot tables is something that has been suggested before and maybe considered for a future release. At this time I have no information of when such might become implemented. Suggestions posted in this forum will be considered by the developers for future incarnations of the software. If lots of people support such a feature it will likely recieve more attention by the developer.

   I'm sorry I could not be of more help.

   Sincerely

   Ben Spencer

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2. Ben Spencer closed this discussion on 16 May, 2009 06:46 PM.

3. Jack re-opened this discussion on 19 May, 2009 11:42 PM

4. 2 Posted by Jack on 19 May, 2009 11:42 PM

   

   Thanks Ben

   That was my previous posting too!

   Certainly would encourage further reporting tools - no point having a lot of data if its difficult to get data out:

   "ability in the reports to have monthly breakup as follows: so for eg: choose last Qtr, show the breakup of the last 3 months in columns"

   Account | Monthly | Jan | Feb | Mar | Total

   Name .... | Ave($) | ($) | ($) | ($) | ($)

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5. 3 Posted by Ben Spencer on 21 May, 2009 02:20 PM

   

   Hi Jack

   I completely agree, the more reporting tools the better. The primary developer tells me that there are improvements to reporting coming in the 2009 release of Moneydance. I am afraid I don't have any details on those improvements as yet.

   Sincerely

   Ben Spencer

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6. Ben Spencer closed this discussion on 21 May, 2009 02:20 PM.

7. Jack re-opened this discussion on 18 Feb, 2010 11:14 AM

8. 4 Posted by Jack on 18 Feb, 2010 11:14 AM

   

   Hi Ben

   MD2009, not to mention MD 2010 still lacks powerful reporting.

   Any talk of pivot tables being included anytime soon.
   

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9. 5 Posted by Ben Spencer on 18 Feb, 2010 03:37 PM

   

   I am afraid pivot tables are not currently a high priority as very few users have expressed interest in such a feature.

   However you can now run the income and expense report with the group by month setting in order to see monthly expense side by side as you suggested in your previous post.

   Sincerely

   Ben Spencer

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10. 6 Posted by james.house98 on 16 Dec, 2010 08:57 PM

    

    I am considering switching from MS Money to MD. I find the reporting provided is quite basic. The main feature I would miss is the grid reports in Money (or equivalent in Quicken, which I have used years ago) - not quite pivot reports, but close. So I would like to see reports such as

    Summary by payee, with subtotals in columns by tag
    Summary by account and tag
    Summary by category and tag (probably the same as above in MD)
    Summary by period (month, quarter, year) and tag

    So I too would be interested in some support for pivot type reports in MD.

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11. 7 Posted by Tom Freeman on 01 Feb, 2011 02:07 PM

    

    James,

    I have attached a suggestion ticket to this thread for the developers to take a look at.

    Tom

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12. System closed this discussion on 31 Mar, 2015 03:29 PM.