Reports/Multi Accounts & categories

Keegan's Avatar

Keegan

09 Jan, 2023 06:55 PM

I'm new to Moneydance having switched from Quicken and I'm looking to pull detailed reports that would included specific & multiple accounts (bank & credit card) and likewise include specific categories. It looks like the Transaction Report has the option for multiple accounts but not multiple/specific categories. While the Transaction Filter Report looks to only have the option for multiple/specific categories but limits to only one account. Is there a report that would provide both the ability filter on specific accounts and specific categories? That is I'm looking to report on all transactions under various categories across multiple bank/credit card accounts.

  1. 1 Posted by dwg on 09 Jan, 2023 07:59 PM

    dwg's Avatar

    For category reporting the first reports we usually look to are the two Income and expense reports.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac