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nsjeremiah's Avatar

nsjeremiah

27 Jun, 2020 03:05 PM

Team

Can I check if there is a way to get an Income and expenditure report that provided a comparison between 2 periods - eg this year vs last year or this month vs last month.

  1. Support Staff 1 Posted by Ethan on 27 Jun, 2020 06:35 PM

    Ethan's Avatar

    Hello,

    Try the Income and Expense report. I think the key option in the settings window is the Group By: option, where you can choose by year, month, etc.

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 27 Jun, 2020 06:35 PM.

  3. nsjeremiah re-opened this discussion on 28 Jun, 2020 04:27 AM

  4. 2 Posted by nsjeremiah on 28 Jun, 2020 04:27 AM

    nsjeremiah's Avatar

    Ethan

    Thanks - I am able to get a monthly view. However I am looking a
    comparison report. Something like this

    Jan 2020. Jan 2019 Difference. %

    Is this possible

    Thanks

    Samson

  5. Support Staff 3 Posted by Ethan on 28 Jun, 2020 06:32 PM

    Ethan's Avatar

    Hello Samson,

    Unfortunately, there is not a report that displays the percent change in that way.

    However, since the report gives you the numbers necessary to calculate that percentage, you could as a workaround save that Income and Expense report in the CSV format to open it in your spreadsheet program (or copy and paste the report directly into a new spreadsheet file) and add that extra column calculation in.

    Ethan
    Infinite Kind Support

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