A report extension to MoneyDance which shows a summary of your current financial state. It shows various types of information like expected balance over the full period based on budgeted values and actual values.

It is best viewed over a Year, but any date range can be given. Here is a list of the report's features:

• Give Expected Budget Balance Figure at start and end period with expected savings
• Give Actual Balance Figure at start and current.
• Give Forecasted Figure (based on Actual) to end period with expected savings.
• Balance Chart where you can see your current spending trend comparing your budgeted income/expenses to your actual.
• Income Table with budgeted and actual
• Income Balance and Pie Charts
• Expense Table with budgeted and actual
• Expense Balance and Pie Charts
• Optional Day by Day table to help you set up your budget accurately.

For this report to be helpful I recommend you make your budget as accurate as possible.

NOTE: balance figures in this report may not represent the true figures for the account you select, as income and expenses from all accounts are used.