tags as columns on income statement

Scott Lair scott at laircpa.com
Fri Jan 7 23:42:40 GMT 2022


On Fri, 07 Jan 2022 17:30:51 -0500
Jack via KMyMoney <kmymoney at kde.org> wrote:

> On 2022.01.07 15:41, Scott Lair via KMyMoney wrote:
> > I'm using kmymoney version 5.1.0 and recently began using tags.  Is
> > it possible to get an income and expense report that would show the
> > tagged transactions as columns instead of the date column?  
> Hello Scott,
> 
> That doesn't make much sense to me.  Can you provide a mock-up of a  
> small example?  In those reports, columns represent time periods and  
> row represent  categories.  You can certainly filter by tags, but
> that doesn't sound like what you want.  Each cell is the sum total of
> all transactions for that category and that time period.
> 
> A better explanation would help determine if it's feasible.  It might
> also determine if a different report might be a better starting point
> for what you want.
> 
> Jack
> 
> 

Hi Jack,

I attached a sample report in pdf format.

I created this by exporting the transactions by tag report in kmymoney.
Then pulled that up in a spreadsheet and did a pivot table with
category as row and tag as column and summing the amounts for each
cell.  I suppose it's similar to how it works now in kmm with the date
ranges in columns that can be set to yearly, monthly, quaterly etc on
the income statement.

Yes, I can certainly get an income statement for all tags or each one
separately, but was looking for a way to show them all on one report.

Hope that makes sense.

thanks,

Scott
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