Tag Summary Report not following applied Settings
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.
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1 Posted by dwg on 15 Jan, 2025 04:09 AM
This can happen if there are one or more deposit transactions that have been assigned to an expense category.
2 Posted by dashingdave on 15 Jan, 2025 03:38 PM
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