wish: detail summary report by payee/category

[edward beward]

Please add some detail reporting that can be printed off to track detail by category all in one report. this would help me do my balancing at the end of the year. thank you for your time

[Maxime DOYEN (mdoyen)]

Could you give more detail (or a sample) of what you would like ?

[edward beward (ebeward)]

 Hi,I have attached 2 sample reports that would be good for everyone.they are summary reports that could be run by selecting date ranges for the data to be used.Thank you for your response and i hope these will help in adding functionality to Homebank.

    On Friday, November 12, 2021, 03:35:33 PM EST, Maxime DOYEN <email address hidden> wrote:

 Could you give more detail (or a sample) of what you would like ?

** Changed in: homebank
      Status: New => Incomplete to Home

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Title:
  really like homebank. Could use some detail reports that will be good
  for end of year balancing

Status in HomeBank:
  Incomplete

Bug description:
  Please add some detail reporting that can be printed off to track
  detail by category all in one report. this would help me do my
  balancing at the end of the year.  thank you for your time

To manage notifications about this bug go to:
https://bugs.launchpad.net/homebank/+bug/1949400/+subscriptions

[John Malcolm (ananisapta)]

I really like DetailSummarybyCatagory.pdf above. Helps loads for tax preparation. I notice this request was made five months ago. Is there any hope?

BTW, the correct spelling is CATEGORY.

[Maxime DOYEN (mdoyen)]

@edward:
you named your 1st pdf Category, but it is grouped in 2 level:
lv1: category
lv2: payee

is it a typo or the wish is to have those 2 levels in a single report ?

[Maxime DOYEN (mdoyen)]

question:
do you need a report to be print/exported as pdf only or a report windows as well ?