A question about reports

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Aguilberto Junior
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Joined: 08 March 2016, 19:07

A question about reports

Post by Aguilberto Junior »

I need to build a report that includes in the totals of a category the values of a sub-category that is subordinate to another category.
For example, let's say I have these categories and sub-categories:
1. House
1.1 Maintenance
1.2 Utilities

2. Taxes
2.1 Tax A
2.2 Tax B

How do I include in a report the values of the sub-category "Tax A" in the totals of the category "House"?

Thank you in advance!
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Angeman
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Re: A question about reports

Post by Angeman »

If Tax A is also a category and not a subcategory of House then it's not possible and it doesn't make much sense. Tax A should probably be entered in another field than category.
Aguilberto Junior
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Joined: 08 March 2016, 19:07

Re: A question about reports

Post by Aguilberto Junior »

In this example, "Tax A" is a sub-category of "Taxes", but it is a tax related to the expense category "House".

I am trying to create a category ("Taxes") that includes all taxes related to all expense categories, such as salary, house, car, etc., so that I can know what total taxes I pay on a split report.

I would create a Tax Report, but it does not show the information in this way.
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Angeman
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Re: A question about reports

Post by Angeman »

You should really use the tax field for that purpose. By doing so you will be able to put "Category" then "Taxes" in the "Group by" field of the report and it will give you exactly what you want.
Aguilberto Junior
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Re: A question about reports

Post by Aguilberto Junior »

Ok, I think this way it will work as I need!

Please, just one more thing...

For example, how should I post these amounts in the transaction, whose final value is $4,250.00

Category = "Salary"
Salary amount = 5,000.00
Tax amount = -750.00
Taxes category = "Tax A"
Net Salary Amount = 4,250.00

Should I use "Taxes rate" = -15%?
But, doing it this way, what if I need to use a percentage value with more than 2 decimal places to get the exact net salary value?

Thank you for your help!
Last edited by Aguilberto Junior on 16 March 2021, 21:26, edited 1 time in total.
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Angeman
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Re: A question about reports

Post by Angeman »

Amount : 5000
ET Amount: 4250
Aguilberto Junior
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Re: A question about reports

Post by Aguilberto Junior »

Angeman wrote: 16 March 2021, 21:23 Amount : 5000
ET Amount: 4250
In this case the net salary (Amount) will be 5,000, when the correct amount should be 4,250.00 (5,000.00 - 750.00).
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Angeman
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Re: A question about reports

Post by Angeman »

How much do you really receive on your bank account ? 5000 or 4250 ? When do you have to pay those 750 taxes ?
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Re: A question about reports

Post by Aguilberto Junior »

Angeman wrote: 17 March 2021, 08:03 How much do you really receive on your bank account ? 5000 or 4250 ? When do you have to pay those 750 taxes ?
I really receive 4250.

I would like to record in the transaction is the amount of the gross salary (5000) and the amount of the tax (-750), which results in the amount of 4250 that I receive.
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Angeman
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Re: A question about reports

Post by Angeman »

Then you can make a transaction of 4250 with 2 splits :
- first split with amount 5000
- second split with amount -750 and ET amount 0
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