Tag Summary Report not following applied Settings

dashingdave's Avatar

dashingdave

15 Jan, 2025 02:58 AM

I'm trying to run a Tag Summary for expenses/purchases only. Using the Settings button, I set the dates (1/1/24 - 12/31/24), select All Accounts, and then check the box for All Expense, leaving all the other boxes (All Credit Card, All Asset, etc.) unchecked. But the summary is clearly not identifying expenses alone, as one of my tags shows a positive value, which is impossible. In fact, no matter what box or boxes I check, I always get the same values in the summary.

  1. 1 Posted by dwg on 15 Jan, 2025 04:09 AM

    dwg's Avatar

    This can happen if there are one or more deposit transactions that have been assigned to an expense category.

  2. 2 Posted by dashingdave on 15 Jan, 2025 03:38 PM

    dashingdave's Avatar

    Unfortunately, that is not the case here. The summary is including transactions with Income categories (i.e., salary payments).

    The only Expense transactions that are ‘deposits’ in any of my accounts are refunds to credit cards, so the highest value that would be possible on an expense-only summary is $0 (if I’d returned everything I ever purchased in that category and received a full refund).

    Dave

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Already uploaded files

  • Screenshot_2025-01-14_at_9.56.50 PM.png 399 KB
  • Screenshot_2025-01-14_at_9.57.03 PM.png 399 KB

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

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