HomeBank

Report by subcategory by month

Asked by Bruno Cerqueira

Hi,

I was trying to create a report with expenses by subcategory by month, so I would have a full overview of my expenses by month. Couldn't find a way to do it. Would it be possible for you to provide me with some guidance on how to do it?

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Maxime DOYEN (mdoyen) said : 		#1

this is to come in 5.3

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Neil Vanderschaaf (crash54) said : 		#2

I am using HomeBank version 5.5.2 and it still has no report by subcategory and as I am trying to use it to collect income tax related figures it would really be helpful. What I've found that I CAN do is as follows:

Go to Transactions->Show All...

In the "All transactions - HomeBank" window that comes up go to Tools->Filter... and pick "Categories"

At this point you can select the Option to Include and pick only the particular sub-category for which you need information
If there are a lot of entries and you want a total of the amount, use "Account->Export CSV..." and create a .csv file which you can import into a spreadsheet and then use to total the column from which you need the information.

It's slightly a pain but it gets the job done.

Can you help with this problem?

Provide an answer of your own, or ask Bruno Cerqueira for more information if necessary.

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