Transaction filter has account and category fields switched

Margaret O'Hagan's Avatar

Margaret O'Hagan

27 Jan, 2022 06:01 PM

I have always used the transaction filter to generate a report for my business taxes.I upgraded my software last year. Now when I use "subtotal by cateogry" (what I always used) it separates by accounts, but under the "account' header the categories are listed (and not grouped together by name), and under "category" it lists the account name. When I use the "subtotal by account" option it doesn't work at all.

  1. 1 Posted by Margaret O'Haga... on 27 Jan, 2022 06:25 PM

    Margaret O'Hagan's Avatar

    I should add that I copied it and put it into Excel and sorted it there. But I couldn't find any spot on your website to report something not working correctly.

  2. 2 Posted by Ped on 07 Feb, 2022 07:29 AM

    Ped's Avatar

    I think I observed the same/related problem. When I include sub-accounts in a report and then try to subtotal by account I get "Error generating report" message. Unlike what Margaret reported, when I subtotal by category it seems to work fine.

  3. System closed this discussion on 09 May, 2022 07:30 AM.

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