Maxim Money forum

Posted: **Thu 01 Jan, 2026 3:08 pm**

I am used to Microsoft Money where you can make reports about anything you wish.
At the end of the year I need these reports:

Current Balance of Accounts and Portefolio.
Should be simple - It is what I see in the screen of Accounts.

Portefolio on december 31st - again - that is what I see on the screen.

Can someone tell me how to do this????

Posted: **Thu 01 Jan, 2026 6:25 pm**

I don't think this is currently possible. Currently the only report type is Transactions, which gives you a list of transactions that you can filter down and group on. I will be improving reporting fairly soon, and will be adding many more options, such as account balances.

Posted: **Thu 01 Jan, 2026 7:41 pm**

It would already help if you could select all and then copy - paste in an excell file

Posted: **Thu 01 Jan, 2026 8:53 pm**

I should be able to add that fairly soon.

Maxim Money forum

I want to make some simple reports but do not see how to

I want to make some simple reports but do not see how to

Re: I want to make some simple reports but do not see how to

Re: I want to make some simple reports but do not see how to

Re: I want to make some simple reports but do not see how to