[moneydance] Questions

Gary Robinson grobinson at transpose.com
Sun Sep 10 15:14:11 EDT 2006


I'm finally getting around to preparing year-end info for 2005 for my 
accountants. This is the first time I'm using MoneyDance's reports 
beyond giving them a fairly  quick look when I first decided to move 
from Quicken to MondayDance.

I'm running into a couple of omissions in MD's reporting capabilities 
that are making it difficult to generate the information I need to 
generate.

1) In Quicken, I could generate a balance sheet based on transactions 
up to any date. So there was no problem generating a balance sheet for 
the end of the previous year. I don't see any way to do that in MD 
using the New Worth report. Is  there a way to do it other than to make 
a copy of the data and delete all 2006 transactions?

2) In Quicken, my recollection is that the the Cash Flow report 
includes transactions from a bank account into asset accounts 
(representing the purchase of an asset), since  the purchase  of an 
asset is part of one's cash flow. In MD, as far as I can tell, those 
transactions are ignored in the Cash Flow report. At least I'm not 
seeing any sign of them. That means the Cash Flow report doesn't 
actually include  all cash flows. Is that right? It certainly seems to 
make that report less useful.


I'd really appreciate any suggestions anyone may have.

Thanks,
Gary

-- 

Gary Robinson
Blog:    http://www.garyrobinson.net


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