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. Income and Expenses - Displays a summary of your income and expenses. Settings include the option to display the cost basis for all securities, for securities under a certain account, or for a specific individual security. 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.Ĭash Flow, Detailed - Displays the same information as the Cash Flow report, but includes the transaction details.Ĭost Basis - Displays 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.Ĭapital Gains - Displays a summary of the transactions used to buy and sell securities and the gains made on those securities.Ĭash Flow - Displays 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.Īsset Allocation - Displays the division of your assets, including securities, cash, and other assets, and can be grouped by time period.īudget - Displays your budget performance for any given time period. The following reports are available in Moneydance -Īccount Balances - Displays your account balances on a specific date in a currency of your choosing for a specified set of accounts.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |