Summary: Show income and expenses

Brian's Avatar


05 Feb, 2023 01:09 PM


 I would like to be able to see the total income, expenses, and net for the past month (and YTD would be ideal as an option) on the summary page. At present, I can see expenses OR income in a graph form. It is a nice stacked bar chart, but it would be so much better if I could see both at the same time with a line for total of each (and ideally the net, but if not I would take just seeing both at the same time with totals). Is that possible? Incidentally, for the graph of Income and expenses, I think some improvements could be made. Instead of a bar chart, I think a stacked column (with the category of expense or income within the stack) showing income as one column and expenses as another would be ideal to show per month.

  1. 1 Posted by Stuart Beesley ... on 05 Feb, 2023 02:14 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You could try custom balances extension. Create a row, select your INC/exp categories. Deleted the date range as last month.

    It’s quite an ‘expensive’ calculation. See how it performs

    Let me know?

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