Report conditions...[EDITED]

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jdalvi
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Joined: 21 November 2015, 06:31

Report conditions...[EDITED]

Post by jdalvi »

Hi - I am a newbie.. just today I purchased the product version 5.1.17 (917). I would like to create a splits report where I can see my income & expenses last month. Please can you let me know how to set the report conditions such that I don't have to go and modify dates every month.

A few other related items :
I don't understand the 'plus' / 'minus' options that you get in the report conditions. I would have thought I would be able to say 'minus 1 month' but that doesn't seem to be the case.
In the splits filter part of the box, there is on + or - button to add conditions

Regards,
Jeevan
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Angeman
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Re: Report conditions...[EDITED]

Post by Angeman »

Don't add any condition, it will show your income & expenses for every month by default. If you scroll the report, you will see the total of all months first, then the monthly average, and then each month.
jdalvi
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Joined: 21 November 2015, 06:31

Re: Report conditions...[EDITED]

Post by jdalvi »

Thanks. I would like to add conditions to ignore some accounts / categories - how would I do that ?

Please also can you clarify on plus / minus.
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Angeman
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Re: Report conditions...[EDITED]

Post by Angeman »

jdalvi wrote:to ignore some accounts
Add a "the account is not XXX" condition to the transactions filter.
jdalvi wrote:categories
Add a "the category is not XXX" condition to the splits filter.
jdalvi wrote:Please also can you clarify on plus / minus.
It's used to add or remove a duration to the date you chose in the popup button before plus / minus.
jdalvi
Posts: 4
Joined: 21 November 2015, 06:31

Re: Report conditions...[EDITED]

Post by jdalvi »

Ok.. Many thanks.

Please tell me what I am doing wrong here. I have attached the screenshot : (1) I am not able to see a place where I can enter a month after plus / minus (transactions filer) (2) I am not able to see +/- to add conditions to the splits filter.
Screen Shot 2015-11-23 at 11.48.45 PM.png
Screen Shot 2015-11-23 at 11.48.45 PM.png (40.37 KiB) Viewed 7523 times
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Angeman
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Re: Report conditions...[EDITED]

Post by Angeman »

That's because the window is too small, expand its size by dragging the corner and you'll see it.
jdalvi
Posts: 4
Joined: 21 November 2015, 06:31

Re: Report conditions...[EDITED]

Post by jdalvi »

Indeed... Now I can see them.. Many thanks.
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