Reports

General Discussions and Announcements

Reports

Postby robinnj » Tue Jul 21, 2009 1:29 pm

Hi I am currently trying out MyMoney to replace Microsoft Money. I am struggling to understand reports. I have run one no problem but I cannot see how to alter the parameters or reset the report. Can you tell me where I can find that information.

Thanks
robinnj
 
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Re: Reports

Postby mthadm » Tue Jul 21, 2009 1:35 pm

Hello,

Any report name containing word (Custom) or (Customizable) could be customized.

Please select a customizable report from the list of available reports and click "Run this report". A dialog will come up automatically allowing you to specify report parameters

Relevant page from the manual is at: http://wiki.mthbuilt.com/Customizing_reports

Thanks,
---
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Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Reports

Postby robinnj » Tue Jul 21, 2009 4:17 pm

Thanks for the prompt response. Is there a way to print the transactions for a 12 month period such as 1st July to 30th JUne?
The charity I help has a financial year that runs between these dates.

Thanks Again
robinnj
 
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Joined: Tue Jul 21, 2009 1:25 pm

Re: Reports

Postby mthadm » Tue Jul 21, 2009 4:26 pm

At the moment we support only predefined date ranges.

We can add custom dates support into the next release, due in ~4 weeks

Thanks
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Re: Reports

Postby robinnj » Tue Jul 21, 2009 5:59 pm

That sounds perfect, thanks again for the swift response.
This software looks the closest to MS Money that I have seen. I hope that after my full evaluation I can dump MS Money and stop running windows on my Mac.

Regards.
robinnj
 
Posts: 3
Joined: Tue Jul 21, 2009 1:25 pm


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