Display memorized report on home page

Mike Trinka's Avatar

Mike Trinka

25 Mar, 2011 07:42 PM

Hi, first let me say that I absolutely love Moneydance. I've put it to use in ways that I never could have done back when I was a MS Money user. I've been playing a lot with the idea of virtual envelopes, and I wanted to make this suggestion:

I think it would be a useful addition to be able to display memorized reports as widgets on the home page.

My specific use case is that I created a budget for all my envelopes (which is huge). There are certain envelopes that I want to check the balance of very frequently (groceries, eating out, gas, etc.) so I copied my huge budget and cut out the items that I want to check less frequently. I memorized a budget report and the link displays on the home page, so I know I already have one-click access to it.

I think it would be useful to be able to add this memorized report to the home page via the home page tab under the preferences screen. You could either have all memorized reports available under the Available Items section by default, or even have a flag that you could set on the Memorized Reports section of the Graphs and Reports window if you wanted to go that way.

The "budget bars" item comes very close to what I'm looking for, but it falls short in that it will show me the amount spent and the amount budgeted, but not the difference. The difference between the two should be what I have left in my envelope at any given time. If someone else knows how to get what I'm looking for, I'm all ears.

Thanks for the superior software!


  1. 1 Posted by -Kevin N. on 25 Mar, 2011 08:44 PM

    -Kevin N.'s Avatar

    Hi Mike,
    There is an option to display 'Memorized Graphs and Reports' on the Home Page in MD 2011 via Preferences > Home Page tab.
    One way to display your budget 'Differences' is to select the 'Show Budget Status' item from the 'View' menu. Once the bars are displayed along the top of the Moneydance window, click on the bars and a four column grid will open with the 'Difference' listed.
    HTH -Kevin N.

  2. 2 Posted by Mike Trinka on 25 Mar, 2011 09:35 PM

    Mike Trinka's Avatar

    Hi Kevin, thanks for the reply...sorry, I wasn't very clear in my original request. I already have the memorized graphs and reports widget showing on the home page, hence the link to my memorized report. I also have the show budget status option that you described selected, but I didn't know about clicking the budget at the very top of the screen to give me a quick drop down - that's a neat feature that I didn't even know existed.

    What I'm really after is to be able to see that information without clicking. I'd like to be able to add one (or many) of my memorized reports to the home page so that the reports would display, not just the links. The natural extension of this request is to be able to add a second (or third, or fourth, etc.) home page - perhaps in a tabbed fashion - so I could build pages of reports for myself. That way I could slice and dice my data however it makes sense to me by building and memorizing reports. Even without the option to add extra pages, I could put my reports up and the top and then scroll down to see the other pre-build MD content, or vice versa. The key is showing the report contents on the home page.

    I did download the MD 2011 preview (exciting!) to poke around a bit before posting this on the off chance that it did what I was looking for, but I didn't see anything like this.


  3. 3 Posted by Jessica Little on 26 Mar, 2011 03:28 PM

    Jessica Little's Avatar

    Hi Mike,

    Thanks for your suggestion! It does sound like a useful idea, and I imagine a lot of folks would like it. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We'll let you know once it's been implemented.

    Thanks again for your suggestion, and thanks for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  4. System closed this discussion on 31 Mar, 2015 03:35 PM.

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