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Creating Reports



Generating a financial report in Moneydance is a very easy process. From the toolbar on any screen select the report icon which is located on the far right of the toolbar.

Once you have clicked on the Report Icon, you will be able to create various reports. You can choose from the following reports:
Net Worth, Account Balances, Cash flow, Transactions, Budget, Missing Checks

Net Worth

This report basically gives you a snapshot of the value of your company in terms of your investment, your assets, and your liabilities.

Account Balances

This report does exactly what it says it will, it gives you the balances in your accounts.

Cash Flow

This will provide you with a statement of where your cash is going and where it is coming from.

Transactions

Generates a printable report listing all transactions for a specific account or all accounts within a specified date range.

Budget

This is a summary of your expenses and income, compared to the budgeted amounts specified using the Budget Manager tool.

Missing Checks

This report is very valuable when trying to reconcile your bank account.