tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/16147-how-to-create-report-by-categoryInfinite Kind: Discussion 2020-06-24T21:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T18:27:44Z2020-03-25T18:27:45ZHow to Create Report by Category<div><p>I would like to refine my question. How do I create a report "by Category" for a specific date range (e.g. 1/1/2019 through 12/31/2019)?</p></div>Richard Smurlotag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T18:33:07Z2020-03-25T18:33:07ZHow to Create Report by Category<div><p>just a user,<br>
There are several reports where you can do this.<br>
I would use the Income and Expense Report. Select the date range and the categories needed. Be sure to click none first in case other items have been selected in the past. The Graphs and Reports are under the Tools tab</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T18:37:20Z2020-03-25T18:37:21ZHow to Create Report by Category<div><p>When I do what you stated above, I don't see the option to select which categories to include, nor can I tell it to Group By Category.</p>
<p>I only see Time periods (Week, Day) in the Group By dropdown.</p>
<p>I only see the ability to Filter by Tag, not by Category.</p></div>Richard Smurlotag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T18:50:48Z2020-03-25T18:50:48ZHow to Create Report by Category<div><p>just a user,</p>
<p>Just set the date range you need, select ALL accounts or specific as needed. Set group as needed, then at the bottom click None to deselect everything and over to the right you sill either see TYPE or INDIVIDUAL. If it says TYPE, then you already see a listing of all the categories, if you see BY INDIVIDUAL, click it to reveal the TYPE option and the category listing. Then click GENERATE and your off to the races.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T18:56:49Z2020-03-25T18:56:50ZHow to Create Report by Category<div><p>Thanks! It was the BY INDIVIDUAL option that was getting me.</p>
<p>Appreciate your help!</p></div>Richard Smurlotag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T19:59:30Z2020-03-25T19:59:30ZHow to Create Report by Category<div><p>just a user,</p>
<p>Good, just don't click the TAX option, it turns all the individual selection off.</p>
<p>Also, there are several reports just like the Income and Expense report that will do the same for you. You might try some of the others and see if the output is more to your needs.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/481816282020-03-25T21:44:17Z2020-03-25T21:44:17ZHow to Create Report by Category<div><p>The Tax option is there to work with any categories that you specifially mark as tax related, so it automatically chooses those.</p>
<p>It works well if you want to create specific tax reports. I have set the categories that I need to include in tax reports and then set up a saved report by fiscal year. If I need any new categories for the report I just have to then set them up as Tax related.</p></div>dwg