Reports by Category

Jeff Jacobs's Avatar

Jeff Jacobs

16 Jul, 2017 11:17 PM

I need a report of transactions by 1 or all categories or payees. Detail or summary. Seems fundamental, but I'm not finding it. I hope you can help.

  1. 1 Posted by dwg on 16 Jul, 2017 11:24 PM

    dwg's Avatar

    Have a look at the two Income & Expense reports and see if they meet your needs

  2. 2 Posted by Jeff Jacobs on 16 Jul, 2017 11:40 PM

    Jeff Jacobs's Avatar

    Thank you for your response. I'm looking for a report that'll show, for
    example, all payments to AT&T (one payee). Or all Auto Expenses (one
    category). I see a "Transaction Filter" option under Reports, but there's
    no way I'm seeing to enter or apply a filter.

  3. Support Staff 3 Posted by Jenny on 17 Jul, 2017 09:12 AM

    Jenny's Avatar

    Hi Jeff,

    Within the 'Income and Expense' report or the 'Income and Expense, Detailed' report, you can choose which categories to include. At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Select the button to the right of this that displays 'Show: by Individual'. This will display all your individual categories, can you can choose which you'd like to be included in the report.
    Using the 'Transaction Filter' report, you can enter the Payee name in the description field, or you can choose 'Subtotal by Payee' from the dropdown menu.

    Infinite Kind Support

  4. System closed this discussion on 16 Oct, 2017 09:20 AM.

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