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exclude a category in report

Posted: 26 February 2018, 05:43
by zh_olga
Hi Angeman
I need to exclude a category from splits/comparative reports, but no matter how I do a condition it still shows up
Is it possible to show all the categories except for 1 ?

here's how i'm doing my report - which condition do I create and where should it be ?

Re: exclude a category in report

Posted: 26 February 2018, 11:52
by Angeman
You need to create a "All of the following is true" condition and put it at the very top. Then add a "The category is not XXX" inside it and finally move your "Any of the following is true" inside it as well.

Re: exclude a category in report

Posted: 26 February 2018, 17:14
by zh_olga
Would that be in transactions filter or in splits filter? And why, please
Please explain how it works so next time i wouldn't have to ask but will be able to just create the necessary filter/conditions

Re: exclude a category in report

Posted: 26 February 2018, 23:05
by Angeman
In the splits filter as it makes more sense.

Re: exclude a category in report

Posted: 16 February 2024, 21:08
by biff
I have 93 accounts that I would like to exclude from my comparative report. They all are shown in the Categories list with "[" as the first letter.

In other words I want a report on income/expense categories (e.g. Groceries) without showing the accounts (e.g. [Checking]) they draw from. Is there a simple way to enter such a report condition without having to list 93 separate transaction filters?

Sorry, I just noticed the previous posts in this thread were in the Mac thread. I'm hoping for an answer for the iPad, not the Mac!

Re: exclude a category in report

Posted: 17 February 2024, 04:00
by Angeman
Yes, in the categories list you can create a new [Accounts] category and make all these 93 categories children of this new category. When this is done, you can add a "None of the following is true" condition in your report with "The category is descendant of [Accounts]" inside.

Re: exclude a category in report

Posted: 17 February 2024, 14:58
by biff
Brilliant! Thank you.