Customizing reports

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My Money 2.0 Manual | The Money Reports Gallery<<Previous | Next>>Print your report



You can customize many of the reports supplied with My Money. Generally, any report with a name Custom or Customizable could be customized. For example, All Transactions (Custom) is a customizable report.


You can specify what kind of information is included in your report by customizing the report content. You can tell My Money to include only transactions to a specific payee or only transactions to a specific payee that have been reconciled or cleared in your accounts. Or you can have My Money report only on payments from your accounts or only on deposits. You can even create a report that’s limited to tax-related categories only.


To customize a report please select any customizable report and click on "Run this Report", the following dialog will present you with options to select Payees, Categories, Accounts and Date ranges against which you want to run your report

Image:Reportcustomize.png

Click on any of the boxes to select the information you want to modify on the report.

After you’ve customized a report My Money will memorize your selections so the next time you run it the content will be pre-filled for you automatically.


Please note that "Ok" button will be grayed out and inaccessible if either of the required parameters is not selected, at a minimum you need to specify at least one payee, one category and one account to run a customized report.




My Money 2.0 Manual | The Money Reports Gallery<<Previous | Next>>Print your report

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