Reports - By Category

As of 24th December 2013 version 2.0 is no longer available for purchase. This is a general discussion and self help section for version 2.0, for people to post stuff they have found useful.
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gjmartin
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Joined: Sun Oct 05, 2008 10:10 pm
Location: Wilts

Reports - By Category

Post by gjmartin » Mon Oct 06, 2008 7:19 pm

How do I run the spend by category report so that the data is organised by category and not split by account and then category? :cry:

BankTree Support
Site Admin
Posts: 78
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Post by BankTree Support » Tue Oct 07, 2008 10:01 pm

You can pick just the account you are interested in by applying the account filter. Then the report would by category for a selected account

gjmartin
Posts: 2
Joined: Sun Oct 05, 2008 10:10 pm
Location: Wilts

Post by gjmartin » Thu Oct 09, 2008 9:26 pm

Sorry but this is not the answer I want. That means I have separate reports. I want to see a report that has all spend by category across all accounts so I can get a total view of my spend bt category. Is banktree capable of doing this?

BankTree Support
Site Admin
Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Post by BankTree Support » Thu Oct 16, 2008 7:16 pm

The category report is sorted by account then category. There is no report with sorting by category then account. You can run a category report for each account in turn.

Regards

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