exclude a category in report

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zh_olga
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Joined: 19 November 2013, 21:48

exclude a category in report

Post 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 ?
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Angeman
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Re: exclude a category in report

Post 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.
zh_olga
Posts: 76
Joined: 19 November 2013, 21:48

Re: exclude a category in report

Post 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
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Angeman
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Re: exclude a category in report

Post by Angeman »

In the splits filter as it makes more sense.
biff
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Joined: 05 November 2017, 04:22

Re: exclude a category in report

Post 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!
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Angeman
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Re: exclude a category in report

Post 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.
biff
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Joined: 05 November 2017, 04:22

Re: exclude a category in report

Post by biff »

Brilliant! Thank you.
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