Account balance history - a download to Excel/CSV feature needed
While we can use Graph > Account balance to display a chart with the monthly history for a specific account, we cannot download the data to a CSV/Excel file. Moving the cursor from point to point to get a reading is not an efficient approach.
Also, if we go to Reports > Account Balances, we can only see the balances for a specific date, not a monthly series.
I know this has been discussed in the past, but no solution was implemented. I believe the easiest way would be to allow for a data download from the Graph. Will it be addressed in the near future?
Thank you for considering this feature request.
Marco Alves
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Support Staff 1 Posted by Maddy on 03 Dec, 2025 01:04 PM
Hi Marco,
Thank you for contacting Moneydance support.
There's an existing ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this thread your interest in the ticket has been registered. This is equivalent to voting for it.
We will notify you when there are further developments on this topic.
Please let us know if we can be of further assistance!
--
Maddy, Infinite Kind Support
2 Posted by Stuart Beesley ... on 03 Dec, 2025 02:39 PM
+1 following.