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Monthly Budget report with no Actuals when subcategories hidden

Lloyd Young

Running a monthly budget report with all subcategories shown vs hidden shows different results. I prefer running our monthly budget reports with subcategories hidden but several actual figures are missing with hidden subcategories. Attaching screen shoots to show the differences.

Image: https://us.v-cdn.net/6031128/uploads/editor/z0/fupgit6069bx.png

Image: https://us.v-cdn.net/6031128/uploads/editor/tt/sldrbnh04aq3.png

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Sherlock

If you expect to view the actual in the parent category when you've hidden the sub-categories in the report, I suggest you include the parent category in the budget. In your example, add the Retirement Income category to the budget.

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