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| Trey wrote: - quote - > > > Does anybody know where I can find a full, detailed tutorial on
OK, use the "Account Balance History" report. Select the date range you> > > Reports? I'm in Money Plus Deluxe (2008). > > > > > For example, I'm trying to run a simple report of account balances > > > over time. I can do this and see a line chart of the TOTAL of the > > > accounts I've chosen, however I want to see separate lines for each > > > one. > > > > > I may need to export to Excel, but I still need to get the data. > > > > > I've got a bunch of others, so I figured a good tutorial would help. > > > I don't know of a formal tutorial, but you can get plenty of help here. > > Post some specific questions, and there are lots of people who will be > > glad to give you some help. > > > For account balances over time, I would use a "Transactions by > > Category" report. > > * Click "Customize...". > > * Start by clicking the Reset button so you have all the defaults. > > * Change the date to what you want. > > * Go through each tab, selecting the options that show > > everything--"all account", "all categories", etc. > > * On the Rows & Columns tab, select Subtotal to be Weeks, Months, > > Years, etc. > > > This is a general outline. Try a couple of reports, then post back here > > with questions. > > > Happy reporting! > Thanks Steve! For that particular report, that's a good start. But > it's not quite what I'm looking for. What I need is a line chart that > shows account balances over time. So for example, I guess a report view > would look like: > Account, day1, day2, day3, day4, .... > Bank1, 100.00, 105.00, 110.00, 115.00 > Bank2, 500.00, 400.00, 300.00, 200.00 > Then the line format for that would be two lines, one going up, one > going down, etc... If I can't get the line chart, then the report would > be fine so that I can export it over to Excel. want and the accounts you want to see. You will want to go to "Tools > Settings > Report Settings" and change from Essential to Advanced reports. While you're on the Settings page, go through all the links and make _everything_ advanced. As a training exercise, use Help to see what all the different Settings page options do -- this is the way I usually learn a new piece of software. -- Steve Bell New Life Home Improvement Arlington, TX |
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| - quote - > > Does anybody know where I can find a full, detailed tutorial on Reports?
Thanks Steve! For that particular report, that's a good start. But it's> > I'm in Money Plus Deluxe (2008). > > > For example, I'm trying to run a simple report of account balances over > > time. I can do this and see a line chart of the TOTAL of the accounts > > I've chosen, however I want to see separate lines for each one. > > > I may need to export to Excel, but I still need to get the data. > > > I've got a bunch of others, so I figured a good tutorial would help. > I don't know of a formal tutorial, but you can get plenty of help here. > Post some specific questions, and there are lots of people who will be > glad to give you some help. > For account balances over time, I would use a "Transactions by Category" > report. > * Click "Customize...". > * Start by clicking the Reset button so you have all the defaults. > * Change the date to what you want. > * Go through each tab, selecting the options that show everything--"all > account", "all categories", etc. > * On the Rows & Columns tab, select Subtotal to be Weeks, Months, Years, > etc. > This is a general outline. Try a couple of reports, then post back here > with questions. > Happy reporting! not quite what I'm looking for. What I need is a line chart that shows account balances over time. So for example, I guess a report view would look like: Account, day1, day2, day3, day4, .... Bank1, 100.00, 105.00, 110.00, 115.00 Bank2, 500.00, 400.00, 300.00, 200.00 Then the line format for that would be two lines, one going up, one going down, etc... If I can't get the line chart, then the report would be fine so that I can export it over to Excel. |
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| Trey wrote: - quote - > Does anybody know where I can find a full, detailed tutorial on Reports?
I don't know of a formal tutorial, but you can get plenty of help here.> I'm in Money Plus Deluxe (2008). > For example, I'm trying to run a simple report of account balances over > time. I can do this and see a line chart of the TOTAL of the accounts > I've chosen, however I want to see separate lines for each one. > I may need to export to Excel, but I still need to get the data. > I've got a bunch of others, so I figured a good tutorial would help. Post some specific questions, and there are lots of people who will be glad to give you some help. For account balances over time, I would use a "Transactions by Category" report. * Click "Customize...". * Start by clicking the Reset button so you have all the defaults. * Change the date to what you want. * Go through each tab, selecting the options that show everything--"all account", "all categories", etc. * On the Rows & Columns tab, select Subtotal to be Weeks, Months, Years, etc. This is a general outline. Try a couple of reports, then post back here with questions. Happy reporting! -- Steve Bell New Life Home Improvement Arlington, TX |
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#-1
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| Does anybody know where I can find a full, detailed tutorial on Reports? I'm in Money Plus Deluxe (2008). For example, I'm trying to run a simple report of account balances over time. I can do this and see a line chart of the TOTAL of the accounts I've chosen, however I want to see separate lines for each one. I may need to export to Excel, but I still need to get the data. I've got a bunch of others, so I figured a good tutorial would help. Trey |
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