Home → Suggestions →

Budget

• Edit

Tim

28 Jun, 2011 11:35 PM

I love the budget bar graphing in this program. Is there a way I can publish to the current amounts to an html file? Right now I've only got MD on my pc, and I think publishing would be a simple way for my girlfriend to keep tabs on the budget status without logging into my pc, and the MD program.

1. 1 Posted by Jon Hoover on 29 Jun, 2011 08:16 PM

   

   Tim,
   You can't currently publish to an html directly but you do have a few options. If you try and print the budget you can "print" it to a PDF file. Different Operating Systems may or may not have a PDF "printer" automatically installed, I could tell you more if you tell me what OS you are using. Another option is that while looking at your budget you could press the 'copy to clipboard' option. You could then paste it into a html file if you liked.
   Please let me know if you have any further questions,
   Jon Hoover, Moneydance Support

   • Edit

2. 2 Posted by Tim on 29 Jun, 2011 08:56 PM

   

   I guess I was a little confusing, allow me to elaborate.

   On the left side of the screen there's the budgets section. When I click on one, the budget appears on the right side with green, yellow, and red bars. This is the portion I was looking to publish so my GF would know where we stood financially. She can see that we've spent $200 out of $500 in the groceries budget.

   I see where you are saying to copy to clipboard, but that's just the budget itself. Although useful, it's not what I was after.

   Win7 64 bit, MD is up to date

   • Edit

3. 3 Posted by -Kevin N. on 01 Jul, 2011 12:11 PM

   

   Hi Tim,
   Try this.
   From the Menu bar, click on 'View' then 'Show Budget Status'.
   Budget bars should now appear along the top of the Moneydance window. Choose a particular budget that you want to display from the drop down list at the left-hand side of the newly displayed budget bars.
   Next, click on the actual budget bars. A table view of the budget should appear. Left click in the upper left-hand corner and drag your mouse to the lower left-hand corner to select (Highlight) all of the data in the table. Press CTRL + C to COPY the data and PASTE it into a spreadsheet. You should then be able to Save the spreadsheet to .html.
   HTH -Kevin N.

   • Edit

4. 4 Posted by Tim on 01 Jul, 2011 06:12 PM

   

   This works great. I was able to create a spreadsheet in google docs that I could share with my GF.

   Thanks so much! We're now on the road to better financial responsibility. MD rocks and so does the community here!

   • Edit

5. 5 Posted by -Kevin N. on 01 Jul, 2011 06:26 PM

   

   You're welcome. Glad I could help.
   -Kevin N.

   • Edit

6. Jon Hoover closed this discussion on 03 Jul, 2011 05:28 PM.