Report Needed

thebillingclerk's Avatar


07 Dec, 2016 03:45 PM

I'm considering switching to Moneydance from Quicken 2007. One thing I need is a report which will sum up all the activity within selected categories across different accounts. So for example I may have some transactions both deposits and withdrawals from a category from funds in two different savings accounts. I need to see a summary of how much is in that particular category. Is there a Moneydance report that will do this?

  1. 1 Posted by dwg on 07 Dec, 2016 08:11 PM

    dwg's Avatar

    Have a look at the the two Income & Expense Reports one is just a summary and gives category totals the other also shows the individual items in each category.

    I would suggest you download and Test drive Moneydance in trial mode, the only limitation is a 100 manually entered transaction limit, this should give you a feel if Moneydance is right for you.

  2. System closed this discussion on 08 Mar, 2017 08:20 PM.

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