wish: detail summary report by payee/category/xxx

Bug #1949400 reported by edward beward
24
This bug affects 3 people
Affects Status Importance Assigned to Milestone
HomeBank
Confirmed
Wishlist
Maxime DOYEN

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

Tags: report
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

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

Changed in homebank:
status: New → Incomplete
Revision history for this message
edward beward (ebeward) wrote : Re: [Bug 1949400] Re: really like homebank. Could use some detail reports that will be good for end of year balancing

 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

--
You received this bug notification because you are subscribed to the bug
report.
https://bugs.launchpad.net/bugs/1949400

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

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → New
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
summary: - really like homebank. Could use some detail reports that will be good
- for end of year balancing
+ wish: detail summary by payee/category
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
status: New → Confirmed
tags: added: report
summary: - wish: detail summary by payee/category
+ wish: detail summary report by payee/category
Maxime DOYEN (mdoyen)
summary: - wish: detail summary report by payee/category
+ wish: detail summary report by payee/category/xxx
Revision history for this message
John Malcolm (ananisapta) wrote :

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)
Changed in homebank:
milestone: none → 5.7
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.7 → 5.8
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Duplicates of this bug

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.