Income and Expense Reports
kenneth v. farino
I am trying to do a report and the report keeps including items from different checking accounts even though I only want information from one. Specifically, it includes all bank charges from all accounts.
2 Posted by kenneth v. farino on 06 Sep, 2011 02:37 PM
I am having problems generating an income and expense report with the information I want. The report keeps including bank charges from more than one account. How can I restrict the report to one account.
Support Staff 3 Posted by Jessica Little on 06 Sep, 2011 04:05 PM
Hi Kenneth,
You can limit the report using the report options. Just click the edit button to open the report options. In the window that pops up, there should be an option called "Source Accounts". If you click the select button next to the Source Accounts option, you can choose what accounts you want to be included in the report.
Hope that helps. Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
Jessica Little
Moneydance Support
4 Posted by doug on 02 Dec, 2012 02:53 AM
When I run income expense report, the first line under expenses is a huge negative number. When I double click on that I see all transactions that are transfers between accounts. Moneydance appears to be subtracting all transfers even though net-net the result should be zero. In other words, if I move $10 from one account to another it appears as a net negative $10. Not sure since my transactions go back to 1991 and I have not tried to do the math to see that my theory is correct. But for sure all of the transactions making up the big negative number are transfers.
any way to fix this???
Support Staff 5 Posted by Ben Spencer on 14 Dec, 2012 07:41 PM
If transfers are recorded correctly they should not show up in income and expense reports.
Make sure that you have the "Show transfers to or from non source accounts" option on the report turned off.
Ben Spencer
Moneydance Support
6 Posted by Jim Antista on 29 Jan, 2013 09:22 PM
Where is "reports"? It's not under "Edit".
Support Staff 7 Posted by Tom Freeman on 29 Jan, 2013 11:47 PM
Jim
In the income and expense report, click edit. In the edit window, under the grouping option, is the selection for transfer inclusion.
See attached for illustration.
Tom
8 Posted by mail on 30 Jan, 2013 04:42 PM
In generating a report, is it possible to get TOTALS only for each category?
Support Staff 9 Posted by Ethan Tupelo on 30 Jan, 2013 07:48 PM
Yes, the Income and Expenses report will only display the total for each category in the given time range.
Ethan Tupelo
Moneydance Support