Is there parent category graph & report function now?
Hi, I tried to research on the forum about this function, see many people were asking since 2015, but so far I haven't seen a solution yet, is this function in the software now? or there is still none?
Something like parent cetegory graph & report, and when we click in, we can see detail report of the sub-category? So far for me, the sub-category is just too detail as a report, that I don't have a big image of my spending.
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1 Posted by dwg on 14 Jan, 2023 09:53 PM
Graphs and Reports are not an interactive type of output, they takes the data and generate what is effectively a final form output, l bit like say a PDF file.
In the report space you have the Income and Expense report which is your upper level summary, but if you want detail you use the Income and Expense (Detailed) Report.
For what you are asking for a new "reporting" system would have to be created.
2 Posted by ann199040 on 15 Jan, 2023 05:38 PM
That’s not what I was looking for unfortunately, I actually don’t know why there is this parent child category thing if there is actually no parent report. And one of the reason I switch from another software to moneydance, because I can create my own parent category, but it seems pointless now if there is no parent category report at all. Guess I have to switch to another software then.
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3 Posted by dwg on 15 Jan, 2023 08:40 PM
The Income an expense report shows the parent. The parent is the top level category, below that you have sub categories, sub-sub categories etc.
4 Posted by simon on 31 Jan, 2023 11:29 PM
I would suggest looking at the report writer extension.
I struggled with the standard reports for this for years.
Now I have report writer output 6 years of transactions into a CSV and I have various excel pivots link to that to creat my own reports that I can interact with.
Textsplit formula is handy to split out the full category into different columns for the pivot.