Questions about reports

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Aguilberto Junior
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Joined: 08 March 2016, 19:07

Questions about reports

Post by Aguilberto Junior » 11 July 2019, 21:13

1. When I create a split report with total incomes and expenses, what is considered "expense" for total calculation? The transactions with categories of type "expense" or the transactions with negative values, even if they are of type "income".

2. Is it a good practice in iCompta to use negative values in sub-categories of type "income" so that all sub-categories have the same type?
For example:

- Salary (income)
    - Bonus (income)
    - Taxes (expense)

In this case I would use the category "Taxes" as an "income" type, with negative values, instead of "expense" type, to not mix category types.

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Angeman
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Re: Questions about reports

Post by Angeman » 11 July 2019, 22:43

Aguilberto Junior wrote:
11 July 2019, 21:13
1. When I create a split report with total incomes and expenses, what is considered "expense" for total calculation? The transactions with categories of type "expense" or the transactions with negative values, even if they are of type "income".
transactions with negative values
Aguilberto Junior wrote:
11 July 2019, 21:13
2. Is it a good practice in iCompta to use negative values in sub-categories of type "income" so that all sub-categories have the same type?
For example:

- Salary (income)
    - Bonus (income)
    - Taxes (expense)
Yes it's ok to do that, it's up to you to choose the way you prefer, really.

Aguilberto Junior
Posts: 88
Joined: 08 March 2016, 19:07

Re: Questions about reports

Post by Aguilberto Junior » 12 July 2019, 14:45

And the values of transactions marked as "Refund" are deducted from the category total, are not they?

One more question ...
What is your suggestion for controlling tax-related categories, since iCompta tax reports are limited?

Thanks for your help!

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Angeman
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Re: Questions about reports

Post by Angeman » 12 July 2019, 19:32

Aguilberto Junior wrote:
12 July 2019, 14:45
And the values of transactions marked as "Refund" are deducted from the category total, are not they?
If the amount is > 0 and marked as refund then the amount is deducted from expense.
If the amount is < 0 and marked as refund then the amount is deducted from income.
Aguilberto Junior wrote:
12 July 2019, 14:45
What is your suggestion for controlling tax-related categories, since iCompta tax reports are limited?
What do you miss with tax reports ?

Aguilberto Junior
Posts: 88
Joined: 08 March 2016, 19:07

Re: Questions about reports

Post by Aguilberto Junior » 15 July 2019, 14:22

I would like to make a tax report, but with grouping by just period and taxes category.
I can not delete the option "Tax rate" in the option "Group by".

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Angeman
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Re: Questions about reports

Post by Angeman » 15 July 2019, 22:53

Ok I should make the taxes report more customizable in a future version.

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