Reports also contain a “Copy to Clipboard” button to more easily transfer data to a spreadsheet.Īfter generating a graph or report, there will be a "Memorize" button on the window displaying the results.
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Select the type of report or graph, then select the 'Edit' button towards the top right of the register.Īfter generating a graph or report, there will be a "Save" button on the window displaying the results.Ĭlicking this button on a graph window will allow you to save the graph as an image file on your computer.Ĭlicking this button on a report window will allow you to save the data in the report to either an HTML (for use in a web browser), tabdelimited, or comma-delimited file (CSV files, for use in spreadsheet software such as Excel or Numbers). You can also access graphs and reports from the sidebar. Once you have selected the graph and entered the settings, click the "Generate" button to display the report or graph.
This will display a window where you can select the type of report or graph as well as any settings (such as start date, end date, accounts, categories, etc). To create a report or graph, go to Tools → Graphs and Reports. Reports are text based, while graphs are visual representations of your data. The graphing and reporting functions in Moneydance enable you to view your financial data in many different ways. Please refer to the more recent knowledge base articles on this page Creating Graphs and Reports.
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