CATEGORY Report for Home Inventory

Kevin's Avatar

Kevin

10 Jun, 2018 08:07 PM

Hello,

I would like to use my past purchase history as the starting point for an Home Inventory. However, it does not appear that I am able to create a detailed transaction report based on my Categories rather than my Accounts. Any tips on how to create a Category-based detailed report?

Thanks,

Kevin

  1. 1 Posted by dwg on 10 Jun, 2018 08:57 PM

    dwg's Avatar

    I'm a fellow user.

    Have you tried the Income and Expense detailed report?

    This is basically a category report where you can select what categories to include.

  2. 2 Posted by kevin on 11 Jun, 2018 11:22 PM

    kevin's Avatar

    Hello dwg,

    Thanks for your response.

    While the I/E Detailed report lists "categories" as an option, the Available Items listed are my Accounts (Bank/ Credit Card, etc). Could this be a bug?

    thanks,

    Kevin

  3. Support Staff 3 Posted by Jenny on 12 Jun, 2018 09:35 AM

    Jenny's Avatar

    Hi Kevin,

    When viewing the report settings, are you seeing 'All Income' and 'All Expense' at the bottom of the settings window?
    If so, choose the button on the right, 'Show: by Individual'. This will display each of your individual categories, and you can choose which to include/exclude before generating the report.

    Jenny
    Infinite Kind Support

  4. 4 Posted by Kevin on 12 Jun, 2018 04:14 PM

    Kevin's Avatar

    Thanks Jenny, that did the trick

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