
Printing Reports
MoneyWell has several ways to print out your transactions in a report format:
- MoneyWell Transaction Listing - simple printout of transactions
- MoneyWell Transaction Report - transactions with subtotals
- MoneyWell Bucket Summary - quick report to show subtotals for individual buckets
- MoneyWell Tax Detail Report - transactions with subtotals for buckets marked as "Tax related"
- MoneyWell Tax Summary Report - subtotals only for "Tax related" buckets
- Spending Plan Detail - printout of spending plan settings
To print the full Transaction Listing:
- Select File > Print or click Reports in the button bar
- Select a report from the list on the left
- Choose a selection method
- Choose a predefined date period or simply type in a date range directly
- Check the Group by Account to break the report by account
- Check the Group by Bucket to break the report by bucket
- Click Print… to bring up the Print panel
- Click Print to get a hard copy or use the PDF menu to preview
If you want to just print a small subset of your transactions, select those in the transaction list prior to these steps and then use the "Selected Transactions" selection method.
See also
Searching for transactions
Using the Money Flow Graph
transactions