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nsjeremiah

27 Jun, 2020 03:05 PM

Team

Can I check if there is a way to get an Income and expenditure report that provided a comparison between 2 periods - eg this year vs last year or this month vs last month.

1. Support Staff 1 Posted by Ethan on 27 Jun, 2020 06:35 PM

   

   Hello,

   Try the Income and Expense report. I think the key option in the settings window is the Group By: option, where you can choose by year, month, etc.

   Ethan
   Infinite Kind Support

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2. Ethan closed this discussion on 27 Jun, 2020 06:35 PM.

3. nsjeremiah re-opened this discussion on 28 Jun, 2020 04:27 AM

4. 2 Posted by nsjeremiah on 28 Jun, 2020 04:27 AM

   

   Ethan

   Thanks - I am able to get a monthly view. However I am looking a
   comparison report. Something like this

   Jan 2020. Jan 2019 Difference. %

   Is this possible

   Thanks

   Samson

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5. Support Staff 3 Posted by Ethan on 28 Jun, 2020 06:32 PM

   

   Hello Samson,

   Unfortunately, there is not a report that displays the percent change in that way.

   However, since the report gives you the numbers necessary to calculate that percentage, you could as a workaround save that Income and Expense report in the CSV format to open it in your spreadsheet program (or copy and paste the report directly into a new spreadsheet file) and add that extra column calculation in.

   Ethan
   Infinite Kind Support

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6. System closed this discussion on 27 Sep, 2020 06:40 PM.