reports

melfew's Avatar

melfew

11 Jun, 2020 07:13 PM

I am trying to produce a report in columnar format by month by category for a year e.g
  Month 1 Month 2. etc
account(s) ; payee ; category ; amount

any suggestions welcome
thanks

  1. Support Staff 1 Posted by Ethan on 11 Jun, 2020 07:19 PM

    Ethan's Avatar

    Hello,

    Try the Income and Expenses report. Set the report to the date range you want and any other limitations, like if you wanted to exclude any accounts or categories. I think the key setting for what you want is to choose to Group By Month.

    If that's not what you're looking for, please let us know what else you wanted to be displayed (or not displayed) in that report.

    Ethan
    Infinite Kind Support

  2. 2 Posted by melfew on 12 Jun, 2020 01:58 PM

    melfew's Avatar

    Ethan

    thank you for the information and guidance. i have tried and it works fine.
    I now just need to learn how to extract individual expense categories to
    compare.

    i realise that copying and pasting in excel is one way and by using the
    filter i can get to what im looking for, but it is a very long winded route.

    many thanks
    Melville Few

  3. Support Staff 3 Posted by Ethan on 12 Jun, 2020 07:03 PM

    Ethan's Avatar

    Hi Melville,

    I'm glad to hear that report is what you were looking for. I'd think that the quickest way to compare just a few categories would be to alter the report settings. Towards the bottom of the report setup window, you can select the specific categories you want to include. You could choose the select none option to uncheck all of the categories, and then just individually check the ones you want to include.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 12 Jun, 2020 07:03 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac