Splasm Software Discussions

I have created several custom reports to allow me to analyze our spending... however the reports list the "categories" first followed by any categories that have "subcategories" broken out below... how can I get the subcategory totals to display "in-line" with the categories? As the report is currently formatted, it causes a lot of scrolling back and forth to see where my money is going...

I tried to attach an image of the report for clarity sake but the forum software kept crashing and kicking me out, deleting my unpublished post in the process.

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A happy user of CheckBook Pro since 2011

screenshots:

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A happy user of CheckBook Pro since 2011

Unfortunately, it's like with past versions, wherein the Category subtotals are always separated from the subcategory breakdowns in Summaries. We'll have to think on how we might support an option for grouping things differently in a future version. But, for now, you might check out the Budget section, where you'll find a breakdown like you're talking about for any Unbudgeted categories and subcategories—set the date range at the top and you should get something very close to what you're after as the out values are negative totals and in values are positive totals.

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Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com

I will look at that... the budget section seems a bit overwhelming... but will definitely jump in and check it out...

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A happy user of CheckBook Pro since 2011