MoneyCare + Reports Menu Help Topics

Daily Report

Monthly Report

Specified Period Report

Advanced Report

List All Incomes

List All Expenses

Display Payment Reminders

This menu includes submenus for various reports. Submenus are shown in Figure E.

 

Figure E. Reports Sub Menu 

23) Daily Report: When you take Daily Report without using More Options, program will display total Income and total Expense for each Category in the selected day from all Unit/Branch/House. It will also show the result of total Expense subtracted from total Income. Daily Report has an advanced facility to see the Income and Expense on Categories from a particular Unit/Branch/House. If you want to know Income and Expense on Categories from a particular Unit/Branch/House, you should click More Options button. If you have only one Unit/Branch/House, you may not require to take More Report option, unless you want to know Reports based on selected Categories (instead of all categories). To get correct reports, make sure you have selected appropriate Unit/Branch/House, Date and Category. Window for selecting Date is shown in Figure 25. Daily Report for all Units and Categories is similar to Figure 26.

Figure 25. Date Accepting For Daily Report

Figure 26. Daily Report

If you want to see the report of a particular Unit or Category, you can click the More Options button. When you click More Options button, you will get a window similar to the Figure 27.

Figure 27. Selection For More Report Options

After appropriate selection, press OK button to get report. More Options Report is similar to Figure 28.

Figure 28. More Daily Report

24) Monthly Report: When you take Monthly Report without clicking on More Options button, program will display total Income and total Expense for each Category in the selected Month from all Unit/Branch/House. It will also show the result of total Expense subtracted from total Income. Monthly Report has an advanced facility to see the Income and Expense on Categories from a particular Unit/Branch/House. If you want to know Income and Expense on Categories from a particular Unit/Branch/House, you should click More Options button. If you have only one Unit/Branch/House, you may not require to take More Report option, unless you want to know Reports based on selected Categories (instead of all categories). To get correct reports, make sure you have selected appropriate Unit/Branch/House, Category and Date in which the required Month is included. Monthly report gives Income and Expense report of one month from date 1 to 30/31 only. If you require report including two different Months, then you have to use Specified Period Report option. Window for selecting Date is shown in Figure 29. Monthly Report for all Units and Categories is similar to Figure 30.

  Figure 29. Accepting Month For Monthly Report

Figure 30. Monthly Report

If you want to see the report of particular Unit and selected Categories, you can click the More Options button. Then you will get a window similar to the Figure 31.

Figure 31. Selection For More Monthly Report

After appropriate selection, Click OK button. You will get Advanced report similar to Figure 32.

Figure 32. More Monthly Report

25) Specified Period Report: When you take Specified Period Report without clicking on Advanced button, program will display total Income and total Expense for each Category in the selected period from all Unit/Branch/House. It will also show the result of total Expense subtracted from total Income. Specified Period Report has an advanced facility to see the Income and Expense on Categories from a particular  Unit/Branch/House along with a More Report Option facility. If you want to know Income and Expense on Categories from a particular Unit/Branch/House, you should click More Options button. If you have only one Unit/Branch/House, you may not require to take More Report option, unless you want to know Reports based on selected Categories (instead of all categories). You can click on the Advanced Report button to get more optimized reports by giving some more details as required. To get correct reports, make sure you have selected appropriate Unit/Branch/House, Category and Date. Window for selecting Date is shown in Figure 33. Specified Period Report for all Units and Categories is similar to Figure 34.

 Figure 33. Selecting A Period For Specified Period Report

Figure 34. Specified Period Report

If you want to see the report of particular Unit or specified Categories, you can click the More Option button. Then you will get a window similar to the Figure 35.

 Figure 35. Selection For Specified Period Report with More Options

After appropriate selections, Click OK button. Then you will get More precise Report similar to Figure 36.

Figure 36. Precise Specified Period Report

If you want to see the report of particular Unit or specified Categories with advanced options, you can click the Advanced Report button. Then you will get a window similar to the Figure 37.

Figure 37. Selection For Advanced Specified Period Report

After appropriate selections, Click OK button. Then you will get Advanced Report similar to Figure 38.

Figure 38. Advanced Specified Period Report

26) Advanced Report: When you take Advanced Report, program will display total Income and total Expense for each Category in the selected period from a particular Unit/Branch/House or from all of them. It will also show the result of total Expense subtracted from total Income and the Income/Expense records with descriptions as you give in the window. The window you can use to get the Advanced Report is shown in figure 39.

Figure 39. Selection For Advanced Report

After appropriate selections, Click OK button. Then you will get Advanced Report similar to Figure 40.

Figure 40. Advanced Specified Period Report

27) List All Incomes: This is to list all Incomes within a specified period on selected Categories from selected Unit/Branch/House. Window for selecting Date, Category and Unit/Branch/House is shown in Figure 41. You may list income details based on given description also. If you need to know report on specific entries in a category, you should include Description/Keyword for those entries while entering. Use List all Incomes with that specific Description/Keyword and you will get report on those specific entries. Or else, you may add it as another Category and can get Daily Report, Monthly Report and Specified Period Report. Report for List all Incomes is similar to Figure 42.  

Figure 41. Selection For List All Incomes

After  selecting appropriate fields press OK button, then you will get a report as shown below in Figure 40. If sort by date is checked, then the report will be sorted by date. Otherwise sorted according to data entry. 

Figure 42. Report For List All Incomes

28) List All Expenses: This is to list all Expenses within a specified period on selected Categories from selected Unit/Branch/House. Window for selecting Date, Category and Unit/Branch/House is shown in Figure 43. You may list Income details based on given description also. If you need to know Report on specific entries in a Category, include Description/Keyword for those entries while entering. Use List all Expenses with that specific Description/Keyword and you will get report on those entries. Or else, you may add it as another Category and can get Daily Report, Monthly Report and Specified Period Report. Report for List All Expenses is shown in Figure 44.

 

Figure 43. Selection For List All Expenses

Figure 44. Report For List All Expenses

29) Display Payment Reminders: This is to list all Payment Reminders within a specified period with payment date, description and amount. Window for selecting Date is shown in Figure 45. Report for Display Payment Reminders is shown in Figure 46.

Figure 45. Selection for Display Payment Reminders

Figure 46. Report for Display Payment Reminders