Reports/Multi Accounts & categories

Keegan's Avatar


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.

  2. System closed this discussion on 10 Apr, 2023 08:00 PM.

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