Transaction Report please add Category to the options to subtotal by

jdschimmer's Avatar

jdschimmer

24 Mar, 2023 12:07 AM

I use the transaction customizable report a lot for tax purposes to select certain tags. The current report subtotals really goofy because it sorts by date and then subtotals every time the category changes. I can grab the information and total it by hand but it would be nice if the report would do it. I have used the Income and Expenses and it sorts and groups correctly. Unfortunately, when I save to clipboard it doesn't paste correctly into excel. Thanks for your consideration.

  1. 1 Posted by Stuart Beesley ... on 24 Mar, 2023 07:47 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    What version of MD?

  2. 2 Posted by jdschimmer on 24 Mar, 2023 03:22 PM

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    Sent from my iPhone

    On Mar 24, 2023, at 12:47 AM, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Stuart Beesley (Mr Toolbox)

    What version of MD?

    On Thu, Mar 23 at 05:07 PM PDT, jdschimmer wrote:

    I use the transaction customizable report a lot for tax purposes to select certain tags. The current report subtotals really goofy because it sorts by date and then subtotals every time the category changes. I can grab the information and total it by hand but it would be nice if the report would do it. I have used the Income and Expenses and it sorts and groups correctly. Unfortunately, when I save to clipboard it doesn't paste correctly into excel. Thanks for your consideration.

    Having trouble reading this? View this discussion online: Transaction Report please add Category to the options to subtotal by.

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  3. 3 Posted by Stuart Beesley ... on 24 Mar, 2023 04:12 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    ?

  4. 4 Posted by jdschimmer on 24 Mar, 2023 09:35 PM

    jdschimmer's Avatar


    Sent from my iPhone

    On Mar 24, 2023, at 9:12 AM, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Stuart Beesley (Mr Toolbox)

    ?

    On Fri, Mar 24 at 08:22 AM PDT, jdschimmer wrote:



    Sent from my iPhone

    On Mar 24, 2023, at 12:47 AM, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background-color: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Stuart Beesley (Mr Toolbox)

    What version of MD?

    On Thu, Mar 23 at 05:07 PM PDT, jdschimmer wrote:

    I use the transaction customizable report a lot for tax purposes to select certain tags. The current report subtotals really goofy because it sorts by date and then subtotals every time the category changes. I can grab the information and total it by hand but it would be nice if the report would do it. I have used the Income and Expenses and it sorts and groups correctly. Unfortunately, when I save to clipboard it doesn't paste correctly into excel. Thanks for your consideration.

    Having trouble reading this? View this discussion online: Transaction Report please add Category to the options to subtotal by.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

    Having trouble reading this? View this discussion online: Transaction Report please add Category to the options to subtotal by.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

  5. 5 Posted by dwg on 24 Mar, 2023 11:04 PM

    dwg's Avatar

    You are not actually posting anything but just reposting what is already present. I would suggest not using email as it adds a lot of crud and instead post via the web interface.

    https://infinitekind.tenderapp.com/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-by

  6. 6 Posted by jdschimmer on 25 Mar, 2023 03:11 PM

    jdschimmer's Avatar

    Sorry about that. I am using 2022.6(4097) for Mac.

  7. 7 Posted by Stuart Beesley ... on 25 Mar, 2023 04:59 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Use the option to save, and you will see a popup that says csv encoded for excel. Use that. Save to csv. Open the csv in excel.

  8. 8 Posted by jdschimmer on 16 Apr, 2023 06:25 PM

    jdschimmer's Avatar

    Thanks Stuart by the way. I did use you instructions and it helped.

  9. jdschimmer closed this discussion on 16 Apr, 2023 06:25 PM.

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