You would first need to create a budget which includes data from
those 3 years.
You could then run the Budget Report with it's Edit parameters
set to 'Custom dates' and 'Subtotal by Month'.
Note that such a report would generate 108 columns However, once
the report is generated, you can drag the colums by their
respective headers so as to arrange them as desired.
If I understand you correctly, the report can be 'Memorized' and
brought up again for future reference.
Repors can also be Saved as HTML, comma or tab delimited.
To generate a budget comparison report will take moving and
deleting columns. (1) Is it possible to delete columns, not just
move them. (2) Can the resulting report be Memorized?
Thanks
Is it possible to memorize a report where the unwanted columns are
to the right sufficient to not show in a printing of part of the
pages?
Before I dive in I'm asking so I can determine if I am better
off formatting a budget report in a spread sheet and updating it it
. The disadvantage of that is reconciling the report with
Moneydance.
Perhaps in another string I should start this but Moneydance
needs
(1) An improved report editing capability (2) A method of vetting
and uploading "my" report format probably as an extension.
Once I develop a report I like within Moneydance I would upload it
as an extension candidate where others would try it before it
becomes a full extension.
I believe there are users capable of creating strong reports wanted
by others and Moneydance should create the tools those users
need.
Support Staff11 Posted by Ben Spencer on 23 Jun, 2012 05:11 PM
The column widths and position are saved when you memorise a
report. If you can create a report that meets your needs you can
memorise it for future reproduction.
2 Posted by -Kevin N. on 29 Apr, 2012 11:49 AM
Hi frankrader,
You would first need to create a budget which includes data from those 3 years.
You could then run the Budget Report with it's Edit parameters set to 'Custom dates' and 'Subtotal by Month'.
Note that such a report would generate 108 columns However, once the report is generated, you can drag the colums by their respective headers so as to arrange them as desired.
HTH -Kevin N.
3 Posted by frankrader on 29 Apr, 2012 08:52 PM
Thanks.
The report would show July 2010, Aug 2010, Sep 2010 and thus rather than the desired July 2010, July 2011, July 2012, July 2013?
Same thing sought by quarters: First qtr 2010, First qtr 2011, First qtr 2012.
4 Posted by -Kevin N. on 29 Apr, 2012 10:52 PM
Hi frankrader,
It'll take some work but the columns can be moved to display the results as desired.
HTH -Kevin N.
5 Posted by frankrader on 30 Apr, 2012 06:02 PM
Can the results be saved for future reporting?
6 Posted by -Kevin N. on 30 Apr, 2012 06:50 PM
Hi frankrader,
If I understand you correctly, the report can be 'Memorized' and brought up again for future reference.
Repors can also be Saved as HTML, comma or tab delimited.
HTH -Kevin N
Support Staff 7 Posted by Angie Rauscher on 23 May, 2012 02:02 AM
FrankRader,
All of Kevin's advice is excellent, and precisely what I would have recommended. If you have any other questions, please don't hesitate to ask.
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 23 May, 2012 02:02 AM.
frankrader re-opened this discussion on 28 May, 2012 01:30 AM
8 Posted by frankrader on 28 May, 2012 02:38 AM
To generate a budget comparison report will take moving and deleting columns. (1) Is it possible to delete columns, not just move them. (2) Can the resulting report be Memorized?
Support Staff 9 Posted by Ben Spencer on 28 May, 2012 02:41 PM
No I am afraid that deleting columns is not supported.
10 Posted by frankrader on 28 May, 2012 03:31 PM
Thanks
Is it possible to memorize a report where the unwanted columns are to the right sufficient to not show in a printing of part of the pages?
Before I dive in I'm asking so I can determine if I am better off formatting a budget report in a spread sheet and updating it it . The disadvantage of that is reconciling the report with Moneydance.
Perhaps in another string I should start this but Moneydance needs
(1) An improved report editing capability (2) A method of vetting and uploading "my" report format probably as an extension.
Once I develop a report I like within Moneydance I would upload it as an extension candidate where others would try it before it becomes a full extension.
I believe there are users capable of creating strong reports wanted by others and Moneydance should create the tools those users need.
Support Staff 11 Posted by Ben Spencer on 23 Jun, 2012 05:11 PM
The column widths and position are saved when you memorise a report. If you can create a report that meets your needs you can memorise it for future reproduction.
Ben Spencer