Comparing a Categoryyear by year.

Phil's Avatar

Phil

03 Oct, 2018 09:37 PM

Okay I'm lost. I want to compare my interest income between 2 12 month periods. How do I do that. Carts or graphs will do.

THANKS
Phil

  1. 1 Posted by mhoggie on 04 Oct, 2018 03:16 AM

    mhoggie's Avatar

    just a user,

    Use the "transaction" report,
    deselect "All Accounts"
    Click Account/Category and select your interest income category
    Select All dates (or limit as needed)
    Click Include Sub-Accounts in case your interest income category has sub categories
    Subtotal by year

    Run report,

    That's it

  2. 2 Posted by onlinefile13 on 04 Oct, 2018 03:40 PM

    onlinefile13's Avatar

    Thanks, that worked.

     

    However there is one very strange thing.

    The interests are listed as negative in red.

    I know the interests are positive in the registers.

     

    Any thoughts on that?

     

    Thanks again.

     

    Phil

  3. 3 Posted by dwg on 04 Oct, 2018 09:04 PM

    dwg's Avatar

    I'm a fellow user.

    It comes down to double entry accounting and how Moneydance displays the entries in the situation.

    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.

    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.

  4. 4 Posted by onlinefile13 on 04 Oct, 2018 10:48 PM

    onlinefile13's Avatar

    Thanks again.

     

    I’ll just have to read the bottom line and multiply by -1

     

    Thanks again

    Phil

  5. 5 Posted by mhoggie on 05 Oct, 2018 12:01 AM

    mhoggie's Avatar

    Phil,

    The "Transaction Filter" report will give you positive income numbers for interest income.

    Just Select your interest income category,
    Select date range needed
    Subtotal by year
    Include Sub-accounts

    Run report
    Gives annual subtotals and running totals

  6. 6 Posted by onlinefile13 on 05 Oct, 2018 12:35 AM

    onlinefile13's Avatar

    Now I’m really confused. Here’s what I was told:

     

    From: dwg

    I'm a fellow user.

    It comes down to double entry accounting and how Moneydance displays the entries in the situation.

    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.

    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.

     

     

    Phil

  7. 7 Posted by mhoggie on 05 Oct, 2018 12:49 AM

    mhoggie's Avatar

    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.
    It's just a mater of who writes the report and how they want the output formatted.
    The "Transaction" report is more of a raw report so it functions as dwg indicated and the output has very little formatting.

  8. 8 Posted by onlinefile13 on 05 Oct, 2018 12:58 AM

    onlinefile13's Avatar

    Got it. It took a little rerunning and changing paramters but

    it is now working.

     

    THANKS

     

    Phil

  9. 9 Posted by onlinefile13 on 05 Oct, 2018 01:05 AM

    onlinefile13's Avatar

    I’m back.

     

    1. Now what are the “Running Totals” for?

     

    2. Why do they decrement?

     

    3. How (or can I) get rid of them.?

     

    T H A N K S!!!!!!!

     

    Phil

  10. 10 Posted by onlinefile13 on 05 Oct, 2018 01:10 AM

    onlinefile13's Avatar

    Okay got it. I think I can used the “Transaction Filter” …..maybe.

    I’d like to get rid to the “Running Total”.

     

    Phil

  11. 11 Posted by mhoggie on 05 Oct, 2018 01:38 AM

    mhoggie's Avatar

    Just a user,
    The running totals is just part of the formatted "Transaction Filter" report, I guess they serve a function, but you can't disable it
    I thought you were only interested in the annual totals ?

    Mike

  12. 12 Posted by onlinefile13 on 05 Oct, 2018 08:36 PM

    onlinefile13's Avatar

    That’s true I’m only interested in the annual total.

     

    I just was curious of what the running totals were, because they go

    negative.

     

     

     

    Phil

  13. System closed this discussion on 04 Jan, 2019 08:40 PM.

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