How can I create a report that shows previous year spending by category with monthly average.

brahn7

I want to create a report of previous year spending with one column that shows annual total and one column that shows monthly average.

Frankx

Hi @brahn7,

The report you want to generate is the "Spending by Category" report; the "Date Range" would be "Last year"; and the "Column" would be by: "Month".  This will give you everything you need except the monthly average.  That would be easily calculated if (in the upper right hand of the report - see below) you select "Export this report to Excel compatible format".  You can insert a column in the excel report and do the "monthly average" in that column.



Let me know if you have any follow-up questions.

Frankx

Frankx

Hi @brahn7,

The report you want to generate is the "Spending by Category" report; the "Date Range" would be "Last year"; and the "Column" would be by: "Month".  This will give you everything you need except the monthly average.  That would be easily calculated if (in the upper right hand of the report - see below) you select "Export this report to Excel compatible format".  You can insert a column in the excel report and do the "monthly average" in that column.



Let me know if you have any follow-up questions.

Frankx