Which report am I looking for?

Tracy tracy at arisiasoft.com
Sun Jan 15 23:55:32 EST 2017


Hi David,

I had stumbled across the Transaction Report, and found the options you 
had suggested (except for disallowing the secondary subtotal). I had a 
devil of a time disabling the subtotal on the secondary sort - it seems 
you can only unselect that if the Account Name or a date field is 
selected for the sort.

But the problem I find is that I can't sort the descriptions that way - 
it only does the primary sort, not the secondary. And I'd really like to 
be able to aggregate the transactions into totals for each Description 
(or, as I think of it, payee).

The ultimate goal is to determine where I spend the most money each 
month - kind of a way to get a handle on expenditures.

But thanks for the pointers. Maybe I can play around with them and get 
somewhere. Or maybe someone will come along and show me the error of my 
ways :-)

On 1/15/2017 23:29, David T. wrote:
> Tracy,
>
> About the closest I could get is to create a transaction report for the account, sorted by date (subtotal monthly) and then by description (no subtotal allowed).
>
> David
>
>> On Jan 16, 2017, at 8:23 AM, Tracy <tracy at arisiasoft.com> wrote:
>>
>> I've poked a bit at the reports menu, but I can't find one that really does what I'm looking for - either that, or I can't figure which one to customize (and what customization would be needed) to produce the information I am looking for...
>>
>> What I am trying to do is to produce a report against a single expense account, subtotaled by "Description" and broken down by month over the selected period.
>>
>> For example, let's say we are looking at Expense.Dining, for transactions over the last year. I would like to have a monthly breakdown on each Description entry (for example, a total for each month for all the transactions with Description "McDonalds", "Burger King", etc... Something like:
>>
>> January:
>>
>>     McDonalds      $274.52
>>
>>     Burger King     $192.33
>>
>>     <etc>
>>
>> February:
>>
>>     McDonalds    $192.17
>>
>>     Burger King   $62.81
>>
>>     <etc>
>>
>> March:
>>
>>
>> And so on....
>>
>> So which of the reports should I look at, and what suggestions can you offer for customizing it to produce a report of this nature?
>>
>> Any help would be appreciated.
>>
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