Percentages in reports

Discussions about iCompta on macOS
Post Reply
Aguilberto Junior
Posts: 106
Joined: 08 March 2016, 19:07

Percentages in reports

Post by Aguilberto Junior » 23 January 2020, 18:51

Let's say I have the following hierarchy for an expense type:

- Home
   - Utilities
   - Maintenance

When I record an expense in the "Home" category, rather than one of its subcategories, why does this entry appear separate from the others, as being in the "Home" category in the expense report ? This generates an "error" in the percentages of the subcategories.

Wouldn't it be better if it didn't appear this way and simply be added to the "Home" total?

Could I change that?

User avatar
Angeman
Administrateur
Posts: 2030
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman » 23 January 2020, 19:27

Can you post a sample .cdb file that illustrates your question ? Thanks

Aguilberto Junior
Posts: 106
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior » 24 January 2020, 13:50

Transactions.png
Transactions.png (534.55 KiB) Viewed 484 times
Split Report.png
Split Report.png (481.05 KiB) Viewed 484 times

User avatar
Angeman
Administrateur
Posts: 2030
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman » 24 January 2020, 14:26

Ok perfect so in this screenshot which percentage don't you understand ?

Aguilberto Junior
Posts: 106
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior » 24 January 2020, 14:38

Transactions registered as a "Home" category are not added to the total of the "Home" parent category in the report, which includes "Utilities" and "Maintenance", but are displayed separately.

Why are they not simply added to the total of the parent category?

User avatar
Angeman
Administrateur
Posts: 2030
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman » 24 January 2020, 15:39

Aguilberto Junior wrote:
24 January 2020, 14:38
Why are they not simply added to the total of the parent category?
Well, they are : 65 for maintenance + 35 for utilities + 35 for just home = 135 which is the total written next to Home.

Aguilberto Junior
Posts: 106
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior » 24 January 2020, 18:41

Ok, I got it, but I thought that as the expenses registered in the parent category "Home", because they does not fit specifically in any of the subcategories, then they would not appear highlighted in the report, but added to the total of the parent category "Home".

The report totals would be as follows, although a little weird because the total "Home" would not correspond to the sum of "Utilities" and "Maintenance".

Home: 135,00
    Utilities: 35,00 - 25,92%
    Maintenance: 65,00 - 48,15%

Post Reply