melfew's Avatar


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

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

    Ethan's Avatar


    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.

    Infinite Kind Support

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

    melfew's Avatar


    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

    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,

    Infinite Kind Support

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

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