Category Reporting

You'll find the steps for creating reports in this article.
 

Both the "Income and Expenses" and "Income and Expenses, Detailed" reports can be used for reporting on categories.

  • The "Income and Expenses" report displays a summary of your income and expenses.
  • The "Income and Expenses, Detailed" report is the same, except that it also lists the individual transactions that make up the totals.

Select the report to access the report settings.
You'll likely see "All Income" and "All Expense" at the bottom of the settings window.
Select the button on the right of this - "Show: By Individual".
This will display each of your individual categories, and you can choose which to include/exclude.

Show__By_Individual.png
 

You can also use the "Transaction Filter" report to generate a report of your categories.

Select the report to access the report settings.
Then enable the "Category" field.
On the right of this field, click on "Show: By Individual".
This will display each of your individual categories, and you can choose which to include/exclude.

Just below the Category field, you can choose how to subtotal the transactions in the report.
You can "Subtotal by Category" so all transactions are grouped together by category.

Or you can subtotal by another variable.
You can choose a date range like week, month, year etc.
Or choose Account, Payee, or Check#.

Transaction_Filter_-_Category.png

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