Group activities list in parent category

roberto.sartori's Avatar

roberto.sartori

02 Mar, 2017 09:22 PM

Very often I would need to look at all movements grouped by the parent category. Suppose you have these categories:

software
|- software:licences
|- software:apps
|- software:services

I would like to set only the parent category "software" on the left bar and click it to see all transactions from the subclasses licenses, apps and services. Instead the list is empty because there are no transactions assigned to the parent category.

  1. 1 Posted by -Kevin N. on 04 Mar, 2017 12:39 AM

    -Kevin N.'s Avatar

    Hi Roberto,

    You could generate a 'Transactions' report on 'Software'.
    When setting the parameters, check-mark the option to 'Include Sub-Accounts'.
    'Memorize' the report so to designate it to the left side-bar.

    -Kevin N.
    (not a member of MD support)

  2. 2 Posted by roberto.sartori on 20 Mar, 2017 10:03 PM

    roberto.sartori's Avatar

    Hi Kevin,
    your suggestion helps for generating reports, my concern is about creating an editable view like any other account view (in which you can "edit" the transactions) showing all the transactions of a category and its subcategories. Sometime I would have take a lot advantage of such kind of view.
    So that's my suggestion :)

  3. roberto.sartori closed this discussion on 29 Mar, 2017 09:25 AM.

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