tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/1793-comparing-a-categoryyear-by-yearInfinite Kind: Discussion 2019-01-04T20:40:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-04T03:16:39Z2018-10-04T03:16:39ZComparing a Categoryyear by year. <div><p>just a user,</p>
<p>Use the "transaction" report,<br>
deselect "All Accounts"<br>
Click Account/Category and select your interest income category<br>
Select All dates (or limit as needed)<br>
Click Include Sub-Accounts in case your interest income category has sub categories<br>
Subtotal by year</p>
<p>Run report,</p>
<p>That's it</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-04T15:40:09Z2018-10-04T15:40:09ZComparing a Categoryyear by year. <div><p>Thanks, that worked.</p>
<p>However there is one very strange thing.</p>
<p>The interests are listed as negative in red.</p>
<p>I know the interests are positive in the registers.</p>
<p>Any thoughts on that?</p>
<p>Thanks again.</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-04T21:04:48Z2018-10-04T21:04:48ZComparing a Categoryyear by year. <div><p>I'm a fellow user.</p>
<p>It comes down to double entry accounting and how Moneydance displays the entries in the situation.</p>
<p>Interest is a credit in the account it is received in, however it is a debit in the category it is in. As you are looking at the category side it is a debit hence moneydance uses the negative sign to indicate such.</p>
<p>Some reports like the Income and Expense split the items into the two sides and adjust the signs to suit the different format, other reports are more raw.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-04T22:48:12Z2018-10-04T22:48:13ZComparing a Categoryyear by year. <div><p>Thanks again.</p>
<p>I’ll just have to read the bottom line and multiply by -1</p>
<p>Thanks again</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T00:01:37Z2018-10-05T00:01:37ZComparing a Categoryyear by year. <div><p>Phil,</p>
<p>The "Transaction Filter" report will give you positive income numbers for interest income.</p>
<p>Just Select your interest income category,<br>
Select date range needed<br>
Subtotal by year<br>
Include Sub-accounts</p>
<p>Run report<br>
Gives annual subtotals and running totals</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T00:35:06Z2018-10-05T00:35:06ZComparing a Categoryyear by year. <div><p>Now I’m really confused. Here’s what I was told:</p>
<p>From: dwg</p>
<p>I'm a fellow user.</p>
<p>It comes down to double entry accounting and how Moneydance displays the entries in the situation.</p>
<p>Interest is a credit in the account it is received in, however it is a debit in the category it is in. As you are looking at the category side it is a debit hence moneydance uses the negative sign to indicate such.</p>
<p>Some reports like the Income and Expense split the items into the two sides and adjust the signs to suit the different format, other reports are more raw.</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T00:49:43Z2018-10-05T00:49:43ZComparing a Categoryyear by year. <div><p>The "Transaction Filter" is a special report. I'm guessing that's why it produces the report in that format. I know their are some minor issues with that report related to filtering by Cleared status and all sources, but otherwise, it seems to work properly.<br>
It's just a mater of who writes the report and how they want the output formatted.<br>
The "Transaction" report is more of a raw report so it functions as dwg indicated and the output has very little formatting.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T00:58:22Z2018-10-05T00:58:22ZComparing a Categoryyear by year. <div><p>Got it. It took a little rerunning and changing paramters but</p>
<p>it is now working.</p>
<p>THANKS</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T01:05:48Z2018-10-05T01:05:49ZComparing a Categoryyear by year. <div><p>I’m back.</p>
<ol>
<li>
<p>Now what are the “Running Totals” for?</p>
</li>
<li>
<p>Why do they decrement?</p>
</li>
<li>
<p>How (or can I) get rid of them.?</p>
</li>
</ol>
<p>T H A N K S!!!!!!!</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T01:10:28Z2018-10-05T01:10:28ZComparing a Categoryyear by year. <div><p>Okay got it. I think I can used the “Transaction Filter” …..maybe.</p>
<p>I’d like to get rid to the “Running Total”.</p>
<p>Phil</p></div>onlinefile13tag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T01:38:47Z2018-10-05T02:06:43ZComparing a Categoryyear by year. <div><p>Just a user,<br>
The running totals is just part of the formatted "Transaction Filter" report, I guess they serve a function, but you can't disable it<br>
I thought you were only interested in the annual totals ?</p>
<p>Mike</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/461926242018-10-05T20:36:07Z2018-10-05T20:36:07ZComparing a Categoryyear by year. <div><p>That’s true I’m only interested in the annual total.</p>
<p>I just was curious of what the running totals were, because they go</p>
<p>negative.</p>
<p>Phil</p></div>onlinefile13