Percentages in reports

Discussions about iCompta on macOS
Post Reply
Aguilberto Junior
Posts: 144
Joined: 08 March 2016, 19:07

Percentages in reports

Post by Aguilberto Junior »

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: 2302
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman »

Can you post a sample .cdb file that illustrates your question ? Thanks
Aguilberto Junior
Posts: 144
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior »

Transactions.png
Transactions.png (534.55 KiB) Viewed 8782 times
Split Report.png
Split Report.png (481.05 KiB) Viewed 8782 times
User avatar
Angeman
Administrateur
Posts: 2302
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman »

Ok perfect so in this screenshot which percentage don't you understand ?
Aguilberto Junior
Posts: 144
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior »

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: 2302
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Percentages in reports

Post by Angeman »

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: 144
Joined: 08 March 2016, 19:07

Re: Percentages in reports

Post by Aguilberto Junior »

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