Report by Category Group

brettossman · October 2019

Is there a way to organize a report by category group? I have several groups with categories assigned to them. However, when I select Category Groups in a Spending by Category Report, it only seems to filter those Category Groups, not group by them.

Sherlock · October 2019

There isn't a way to organize a report directly by category group. If you're using an edition that supports tags, you may want to consider applying a tag to the entries based on their category group. You would then be able to use these category group tags to organize the report.

Rocket J Squirrel · October 2019

My workaround is to create separate reports. I have 2 separate reports for Mandatory Spending and Discretionary Spending, for example. Then I "organize" them by putting the pages side by side.

Jim_Harman · October 2019

Or you can use the Current Budget, Historical Budget, Cash Flow, or the very flexible Cash Flow by Tag reports, if one of those has the columns you want.

Click the gear to customize and on the Display tab, next to Organization, pick Category Group.

Sherlock · October 2019

There isn't a way to organize a report directly by category group. If you're using an edition that supports tags, you may want to consider applying a tag to the entries based on their category group. You would then be able to use these category group tags to organize the report.

Rocket J Squirrel · October 2019

My workaround is to create separate reports. I have 2 separate reports for Mandatory Spending and Discretionary Spending, for example. Then I "organize" them by putting the pages side by side.

Jim_Harman · October 2019

Or you can use the Current Budget, Historical Budget, Cash Flow, or the very flexible Cash Flow by Tag reports, if one of those has the columns you want.

Click the gear to customize and on the Display tab, next to Organization, pick Category Group.

Report by Category Group

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