View some reports
Watch Treasurer’s Report Video
Watch Budget Report Video
MoneyMinder includes many click-of-the-mouse reports.
Click Reports in the sidebar:
Click the report you’d like to view:
Most reports have the option to Print, Export to PDF, or Export to Excel.
Here are some of our most popular reports:
The Treasurer’s Report
Many Treasurers take this report to their monthly meeting as it provides total income & expenses against the budget for the time period you choose. It also shows bank balances as of the start & end dates.
The Budget Report
Displays the Budget for the year. Shows the actual balance carried forward from last year and the projected budgeted carry forward to next year.
Reconciliations Report
Displays detailed information for each bank reconciliation for the Bank Account you choose.
All Transactions by Category Report
List all Income and Expenses in date order for all Categories in alphabetical order, for the period you choose. You can also choose to show only selected categories.
The Audit Report
A summary report comparing Bank Statement balances to your MoneyMinder balances to ensure that they match.
Check out these reports and others to see what’s available to you.
Hi,
Is there a report that shows all the transactions and the starting and ending balances for a period? Right now, I am running and combining the Transactions by Bank Account and Treasurer’s Reports into one .pdf file. I would prefer to run just one report.
Thank you.
Hi Deepal,
The only other report that might work is the monthly reconciliation report. That would include all cleared and uncleared transactions, as well as the starting and ending balances. It can’t really be run for a specific date range, but it could work on a monthly basis as long as you reconcile each month.