Navigating Reports

David Finlayson's Avatar

David Finlayson

25 Feb, 2024 04:33 PM

I'm kicking the tires on MoneyDance. So far, the one big thing I'm missing from Quicken is the ability to interact with reports and graphs. In Quicken, both reports and graphs allow you to click on them to drill down into categories and individual transactions that make up the category total. I use that feature all the time to find out why a category is different than what I expected. Maybe it is a larger-than normal purchase, or maybe it is a miscategorized transaction. In any case, it is handy feature of Quicken.

What is the most efficient way to do this kind of thing in MoneyDance? I know about the Transaction report, but that is slow to use since you have to edit the search criteria manually to get what you want.

  1. 1 Posted by -Kevin N. on 25 Feb, 2024 05:21 PM

    -Kevin N.'s Avatar

    Hi David,

    MD 2023.3 (5064)
    Windows 10

    It has been my experience that double-clicking an item in a report drills down to the item in question.

    -Kevin N. (not a member of Moneydance Support)

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