This report can be filtered by tag, grouped by a time period, and can be set to include liability/loan accounts. You can specify which income and expense categories to include in the report, as well as the source accounts. Settings include the option to display the cost basis for all securities, for securities under a certain account, or for a specific individual security.ĭisplays a summary of your income and expenses. This can be compared to the current value of those securities to determine the success of those investments. This report can be grouped by time period and filtered by tag, and displays the total for each account but not transaction details.ĭisplays the same information as the Cash Flow report, but includes the transaction details.ĭisplays the cost basis of securities that you currently own. You can also choose to include categories not defined in your budget, and/or to include items with zero actual and budgeted amounts.ĭisplays a summary of the transactions used to buy and sell securities and the gains made on those securities.ĭisplays income earned and expenses incurred for a given time period for all or a sub-set of accounts. Settings include the option to display balances for all account types, and the option to also display accounts that have a zero balance.ĭisplays the division of your assets, including securities, cash, and other assets, and can be grouped by time period.ĭisplays your budget performance for any given time period. Modified on: Mon, 10 May, 2021 at 12:26 PMīelow you'll find a list of all the reports available in Moneydance and a brief description of eachĭisplays your account balances on a specific date in a currency of your choosing for a specified set of accounts. Solution home Moneydance Documentation Graphs and Reports Report Types and Uses
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