Feature Request - Report by Category

Valerie_ACleverCatValerie_ACleverCat Member Posts: 9

There is apparently NO way to monitor expenses by category, other than to manually go through and sort transactions by each category, and just view them online. No way to export them, no way to generate a report.

I would love to see a report of expenses by category, or the ability to export transactions WITH categories (so the data can be manipulated by category).

How are we supposed to manage operations expense without this?

Thanks!

edited August 30, 2018 in Wave Features

Comments

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Valerie_ACleverCat.

    I see that you're on the old version on Wave. On the Reports page, click on General Ledger. Once there, click on detailed view. That should give you exactly what you're looking for.

  • Valerie_ACleverCatValerie_ACleverCat Member Posts: 9

    @Alexia - is there a new version of Wave? How do I see that?

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Yes, @Valerie_ACleverCat, we've been slowly moving everyone over for a few months now. We have seriously updated the interface of the Transactions page and made quite a few changes to Reports.

    We're aiming to be done with the migration within the next 3-6 months. We're being careful as we want to protect our user's data integrity throughout the process.

    If you'd like a preview, try making a new Wave account, all new Wave accounts use the new version. It might give you a headstart on getting used to the interface.

  • Valerie_ACleverCatValerie_ACleverCat Member Posts: 9

    @Alexia - thanks for the info! I'll wait until they migrate me naturally (I don't want to have re-categorize all those transactions). Hopefully the new version will solve my category reporting problem. Unfortunately, even the General Ledger report still does not provide category detail. Just a long list of transactions. If that feature is NOT in the new version, please put a vote in for them to add it! I can't believe I'm the only one who would benefit from it. Thanks!

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Valerie_ACleverCat.

    You won't see the category next to every transaction, but every transaction will be under a header for their own account, as in this screenshot.

    The new version makes this report much cleaner, but it is organized the same way.

  • Valerie_ACleverCatValerie_ACleverCat Member Posts: 9

    Hi @Alexia - thanks, that is helpful.

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