Create a Graph or Report

The graphing and reporting functions in Moneydance enable you to view your financial data in many different ways. Reports are text based, while graphs are visual representations of your data.

To create a graph or report, navigate to Tools → Graphs and Reports. In the window that opens you can choose the graph/report you'd like to use and amend the report settings.

Graphs and reports are also available within the left sidebar, beneath your accounts. After choosing the graph/report you'd like to use, select the "Edit" button at the top right of the main window to amend the report settings.

After selecting the relevant report/graph settings, click the "Generate" button to display the report or graph.