Can this report be created?
I'd like to create a simple (at least in output) report that summarizes the expenses of an account over the years:
Example:
Credit Card #123
2020 $300
2021 $250
2022 $400
2023 $780
2024 $200
2025 $40
is this possible?
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1 Posted by dtd on 16 Mar, 2025 04:27 PM
It's fairly simple to do with the Custom Balances extension, once you learn how to use the extension.
2 Posted by wa1oui on 16 Mar, 2025 05:54 PM
On Mar 16, 2025, at 12:27 PM, dtd <[email blocked]> wrote:
// Please reply above this line
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From: dtd
It's fairly simple to do with the Custom Balances extension, once you learn how to use the extension.
On Sun, Mar 16 at 05:31 AM PDT, wa1oui wrote:
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3 Posted by dtd on 16 Mar, 2025 07:30 PM
Hmmm... I may have spoken too soon, I went to create this exact table as an example, and realized, hmmm, these values are not balances, they are sums over a year and also exclude the payments.
Let me think about this one.
4 Posted by wa1oui on 16 Mar, 2025 07:45 PM
Actually just summing the expenses works, as I somewhat obviously have paid them...
On Mar 16, 2025, at 3:31 PM, dtd <[email blocked]> wrote:
// Please reply above this line
==================================================
From: dtd
Hmmm... I may have spoken too soon, I went to create this exact table as an example, and realized, hmmm, these values are not balances, they are sums over a year and also exclude the payments.
Let me think about this one.
On Sun, Mar 16 at 10:54 AM PDT, wa1oui wrote:
Will check it out, thanks
On Mar 16, 2025, at 12:27 PM, dtd <[email blocked] <mailto:[email blocked]>> wrote:
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5 Posted by dtd on 16 Mar, 2025 08:11 PM
I was just analyzing how CB works, as it looks at balances over many periods (present, past, and sometimes future) for both accounts and categories, and thus the payments cause an issue and I haven't figured out a way to exclude them yet. i.e. the net balance for each year (hopefully) ends up as zero, or whatever you hadn't paid.
6 Posted by wa1oui on 16 Mar, 2025 08:16 PM
OK so my idea won’t work… oh well…
On Mar 16, 2025, at 4:12 PM, dtd <[email blocked]> wrote:
// Please reply above this line
==================================================
From: dtd
I was just analyzing how CB works, as it looks at balances over many periods (present, past, and sometimes future) for both accounts and categories, and thus the payments cause an issue and I haven't figured out a way to exclude them yet. i.e. the net balance for each year (hopefully) ends up as zero, or whatever you hadn't paid.
On Sun, Mar 16 at 12:45 PM PDT, wa1oui wrote:
Actually just summing the expenses works, as I somewhat obviously have paid them...
On Mar 16, 2025, at 3:31 PM, dtd <[email blocked] <mailto:[email blocked]>> wrote:
7 Posted by dwg on 16 Mar, 2025 09:14 PM
The data you can get, just not as succinct as this.
An I & E summary report or a transaction filter report will give yearly information with an Expense total as one of the lines.
8 Posted by wa1oui on 17 Mar, 2025 02:32 PM
I’ve tried those, but I have several pages of transactions, so had hoped to get something smaller.
Thanks for checking
On Mar 16, 2025, at 5:14 PM, dwg <[email blocked]> wrote:
// Please reply above this line
==================================================
From: dwg
The data you can get, just not as succinct as this.
An I & E summary report or a transaction filter report will give yearly information with an Expense total as one of the lines.
On Sun, Mar 16 at 01:16 PM PDT, wa1oui wrote:
OK so my idea won’t work… oh well…
On Mar 16, 2025, at 4:12 PM, dtd <[email blocked] <mailto:[email blocked]>> wrote: