Hi,
I am new to Ace Money. I am a forward MS/Money user. What I have seen so far with Ace Money I really like. However with Money I was about to create a P & L reports using categories and sub categories and also track spending over time. Previous year vs. current year. I run a small business from my home and I like to watch the trends. Is there anyway to do this in Ace Money? Is it something that may come in the future?
Using AceMoney with small home business
Re: Using AceMoney with small home business
Have you looked at AceMoney's existing reports yet? In particular, the "Transactions by criteria" and "Spendings by (sub)categories" reports. Are they not displaying the information that you are interested in?
Re: Using AceMoney with small home business
Yes I have reviewed those reports and although you can get all the information in a reports it can not be formatted like a P & L statement, or to compare spending year over year. I have a home business, hence the need for the P&L, but I even find it helpful to view household spending trends.
Re: Using AceMoney with small home business
I can't comment on the formatting of a P&L report, since I don't know what that looks like. But you can specify a date range on AceMoney's reports so you can see spending and trends over time. Worse case, you could just export the data to Excel an format it in there however you like.