Reports appear to be incorrect

winlogan's Avatar


14 Jan, 2016 01:49 AM

I have a free trial copy installed on a Mac (el Capitan) to see if MoneyDance can replace Quicken Deluxe 2015 for me. I successfully imported about 400 transactions from a Quicken windows QIF file. Reports look flakey and don't add up. For example, total from the Income and Expenses report don't match the totals from Income and Expenses Detail report run with the same parameters. Other reports show other anomalies. Could this be because I have more than the allowed number of transactions into the free trial version? Most of the data has been imported from a single file, very few are manually entered.

  1. Support Staff 1 Posted by Ethan on 14 Jan, 2016 02:33 PM

    Ethan's Avatar

    The trial version is only limited in that one can enter up to 100 transactions manually. Imported transactions do not count to this total, and everything else should be fully functional.

    I'm not able to reproduce what you describe between the two Income and Expenses Reports. It's possible that there is some setting that is not quite the same between the two reports. Could you please send in a screenshot of each of the settings windows for those reports when you click on the Edit button to configure them? We could then try to see if you're missing something, or if this is a bug in the program. If you're not sure how to take a screenshot, please see

    Moneydance Support

  2. 2 Posted by winlogan on 15 Jan, 2016 01:25 AM

    winlogan's Avatar

    Thanks for the reply Ethan, this was entirely my problem, I had hosed up the export/import and the data in my Moneydance file was a little squirrelly. I re-did the export/import and everything looks wonderful. the reports are great.

  3. 3 Posted by David Hanley on 15 Jan, 2016 01:38 AM

    David Hanley's Avatar

    Great to hear you're back up and running, feel free to contact us for any additional support!

    David Hanley
    Infinite Kind Support

  4. David Hanley closed this discussion on 15 Jan, 2016 01:38 AM.

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