tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-byInfinite Kind: Discussion 2023-04-16T18:25:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-24T07:47:18Z2023-03-24T07:47:18ZTransaction Report please add Category to the options to subtotal by<div><p>What version of MD?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-24T15:22:18Z2023-03-24T15:22:18ZTransaction Report please add Category to the options to subtotal by<br>
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<blockquote type="cite">On Mar 24, 2023, at 12:47 AM, Stuart Beesley (Mr Toolbox) <tender+d18d3f4804@tenderapp.com> wrote:<br>
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<p><b>From</b>: Stuart Beesley (Mr Toolbox)</p>
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<p>What version of MD?</p>
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<p>On Thu, Mar 23 at 05:07 PM PDT, jdschimmer wrote:</p>
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<p>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.</p>
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<p>Having trouble reading this? View this discussion online: <a href="https://infinitekind.tenderapp.com/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-by">Transaction Report please add Category to the options to subtotal by</a>.</p>
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</blockquote>jdschimmertag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-24T16:12:53Z2023-03-24T16:12:53ZTransaction Report please add Category to the options to subtotal by<div><p>?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-24T21:35:11Z2023-03-24T21:35:11ZTransaction Report please add Category to the options to subtotal by<br>
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<blockquote type="cite">On Mar 24, 2023, at 9:12 AM, Stuart Beesley (Mr Toolbox) <tender+d18d3f4804@tenderapp.com> wrote:<br>
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<p>?</p>
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<p>On Fri, Mar 24 at 08:22 AM PDT, jdschimmer wrote:</p>
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<blockquote type="cite">On Mar 24, 2023, at 12:47 AM, Stuart Beesley (Mr Toolbox) <tender+d18d3f4804@tenderapp.com> wrote:<br>
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<p><b>From</b>: Stuart Beesley (Mr Toolbox)</p>
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<p>What version of MD?</p>
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<p>On Thu, Mar 23 at 05:07 PM PDT, jdschimmer wrote:</p>
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<p>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.</p>
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<p>Having trouble reading this? View this discussion online: <a href="https://infinitekind.tenderapp.com/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-by">Transaction Report please add Category to the options to subtotal by</a>.</p>
<p>To unsubscribe and stop receiving emails from <a href="https://infinitekind.tenderapp.com">https://infinitekind.tenderapp.com</a>, visit <a href="https://infinitekind.tenderapp.com/unsubscribe/526591fc1858079bec76648b8b23ab0caded0c21">this page</a></p>
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<p>Having trouble reading this? View this discussion online: <a href="https://infinitekind.tenderapp.com/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-by">Transaction Report please add Category to the options to subtotal by</a>.</p>
<p>To unsubscribe and stop receiving emails from <a href="https://infinitekind.tenderapp.com">https://infinitekind.tenderapp.com</a>, visit <a href="https://infinitekind.tenderapp.com/unsubscribe/526591fc1858079bec76648b8b23ab0caded0c21">this page</a></p>
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</blockquote>jdschimmertag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-24T23:04:14Z2023-03-24T23:04:14ZTransaction Report please add Category to the options to subtotal by<div><p>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.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/suggestions/15676-transaction-report-please-add-category-to-the-options-to-subtotal-by">https://infinitekind.tenderapp.com/discussions/suggestions/15676-tr...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-25T15:11:24Z2023-03-25T15:11:24ZTransaction Report please add Category to the options to subtotal by<div><p>Sorry about that. I am using 2022.6(4097) for Mac.</p></div>jdschimmertag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-03-25T16:59:37Z2023-03-25T16:59:37ZTransaction Report please add Category to the options to subtotal by<div><p>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.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/583609922023-04-16T18:25:27Z2023-04-16T18:25:27ZTransaction Report please add Category to the options to subtotal by<div><p>Thanks Stuart by the way. I did use you instructions and it helped.</p></div>jdschimmer