Subcategories


N

newsgroup

Does anyone know how to group categories so that the totals get rolled
up into one major catagory. For example, If I have a main category
named "Utilities" under which I have "Gas", "Electricity", "Water", etc.
how can I get the totals to roll up in the reports and graphs so that I
just see a "Utilities" entry with the total? I know how to define
subcategories but I haven't been able to get the amounts to total under
the main category. Thanks.
 
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A

Andrew

newsgroup said:
Does anyone know how to group categories so that the totals get rolled
up into one major catagory. For example, If I have a main category
named "Utilities" under which I have "Gas", "Electricity", "Water",
etc. how can I get the totals to roll up in the reports and graphs so
that I just see a "Utilities" entry with the total? I know how to
define subcategories but I haven't been able to get the amounts to
total under the main category. Thanks.
A standard "Itemized Catagories" report totals all the subtotals up
(including multiple subtotals) from the lowest category to the highest in a
tree, reporting on each of the branches that contain all the subtotals below
them.
 
S

speedlever

Does anyone know how to group categories so that the totals get rolled
up into one major catagory. For example, If I have a main category
named "Utilities" under which I have "Gas", "Electricity", "Water", etc.
how can I get the totals to roll up in the reports and graphs so that I
just see a "Utilities" entry with the total? I know how to define
subcategories but I haven't been able to get the amounts to total under
the main category. Thanks.
Try Ctrl-C to bring up the category list. Select Utilities and choose
report. Customize the report by going to Categories/Categories contains.
Change "=utilities" to "utilities." (ie, delete the "=")

Does this provide what you want?
 
J

Jim M.

When you have your report on the screen ...
Select Customize
Select the advanced tab
You will find a box to select either hide or show all subs (or similar
words)
Jim M.
 
A

Andrew

Jim said:
When you have your report on the screen ...
Select Customize
Select the advanced tab
You will find a box to select either hide or show all subs (or similar
words)
Jim M.
But he didn't ask not to see the subcatagories (although maybe that's what
he wants as well). As I previously mentioned, I don't think he needs to do
anything to see the totals of the major categories - they are already there
in the default reports, aren't they? (Perhaps he missed these major totals
because granted it is confusing to see all of the individual subtotals as
well).
 
J

Jim M.

The question as I read it was:I think he is on the right track using the main category as a broad header
and no transactions recorded directly to it.With the values assigned to the
subs you see the values when you display the subs and a grand total. When
you hide the subs you see the total only. I use this technique all the
time. You can have your cake and eat it too!
Jim M.
 
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S

Steve B

Jim M. said:
I think he is on the right track using the main category as a broad header
and no transactions recorded directly to it.With the values assigned to the
subs you see the values when you display the subs and a grand total. When
you hide the subs you see the total only. I use this technique all the
time. You can have your cake and eat it too!
Jim,

My AUTO category is a perfect example of what you describe. I charge fuel
to AUTO:FUEL, insurance to AUTO:INSURANCE, new tires to AUTO:SERVICE, etc.
However, I charge carwashes to AUTO and credit AUTO with mileage expense
reimbursements from work. I view mileage reimbursements as being "spread"
over all the AUTO subcategories.

Steve
 
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N

newsgroup

newsgroup said:
Does anyone know how to group categories so that the totals get rolled
up into one major catagory. For example, If I have a main category
named "Utilities" under which I have "Gas", "Electricity", "Water", etc.
how can I get the totals to roll up in the reports and graphs so that I
just see a "Utilities" entry with the total? I know how to define
subcategories but I haven't been able to get the amounts to total under
the main category. Thanks.

OK, Great answers .... I tried these suggestions and got exactly what I
wanted. Thanks
 

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