Income and Expense Graph missing loans

nelis_orb's Avatar


08 Jul, 2018 04:56 PM

Is there any way to get the Income and Expense Graph to include loans/liabilities? The other report for just 'Income and Expense' has a checkbox for 'Include Liability/Loan Accounts'. The report gives the correct expenses where as the graph does not because it's missing the mortgage payment.

  1. 1 Posted by -Kevin N. on 09 Jul, 2018 09:48 PM

    -Kevin N.'s Avatar

    Hi nelis_orb,

    I don't manage any Loan accounts in Moneydance so I may not be of much help but I'll take a stab at this...

    Per your screenshot of the I & E Graph parameters, you're limiting the source 'Accounts' to 'All Credit Cards'. Try selecting 'All Accounts'.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by nelis_orb on 10 Jul, 2018 12:35 AM

    nelis_orb's Avatar

    Hey Kevin,

    Yea I tried all accounts as well before I wrote on this forum, same result. I guess I could try making a new expense then find/replace and get rid of the loan item. The problem still remains though. The I/E report and I/E graph should be able to display the same totals (one just a visual graph).

  3. nelis_orb closed this discussion on 26 Jul, 2018 01:19 AM.

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