Account management
Hi ntlee111888111,
Thank you for getting back to us. I'll continue to help you with your report, and you can comment anytime if you have questions.
The expenses by category is not a preset report, even in the Advanced plan, but we can create it by customizing the Transaction Detail by Account, as KlentB shown above. However, instead including the Transaction Type, you can just utilize the Distribution Accounts: All Expenses Accounts filter.
With regards to creating a report based on Tags and grouping the transactions by category (Distribution Accounts), we're unable to achieve this. The available reports can only show tags or distribution accounts.
Your workaround is to run the Transaction Detail by Account report and use this filter: Distribution Account: All Income/Expense Account. You can export the it to Excel so you can add a column for Tags. Then, manually check the tags of each transaction.
On the other hand, I can see the convenience of having a report with tags and distribution accounts. Feel free to send a suggestion about it so our engineers can make enhancements in future updates.
- Click on the Gear icon.
- Choose Feedback.
- Enter a sentence or two to describe your suggestion and click Next.
I'm only a comment away should you need more help with your report. Take care and have a good one!
