Running reports

Sharon McCamy's Avatar

Sharon McCamy

01 Jan, 2022 08:47 PM

How do I run a simple category expenditure report?

  1. 1 Posted by dwg on 01 Jan, 2022 09:01 PM

    dwg's Avatar

    I'm a fellow user.

    There are two reports primary for category type reporting, these are the Income & Expense report and the income and Expense Detailed report, the first one just contains category totals the second lists the transactions.

    I would suggest you try these two out setting parameters and see if they give what you are looking for.

    If not please post the specifics of what you want and we can see if we can help you.

  2. 2 Posted by mhoggie on 01 Jan, 2022 09:40 PM

    mhoggie's Avatar

    just a user,

    Yes, and add the "Transaction Filter" report. It's great for subtotaling by category

  3. 3 Posted by Sharon McCamy on 01 Jan, 2022 10:40 PM

    Sharon McCamy's Avatar

    Thank you--both comments were helpful and I got the data I needed! Happy
    New Year (and happy financial planning time :))

  4. Maddy closed this discussion on 07 Jan, 2022 02:11 PM.

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