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| Summaries, categories and totals https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=6530 |
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| Author: | NancyWI [ Sat Mar 07, 2015 11:08 am ] |
| Post subject: | Summaries, categories and totals |
Is there a way to get yearly total for the medical expenses, etc? Ok I did discover the summary area where one can customize the information. Now I'd like to understand the total on that page, i.e. I have $372 donations total, then there is a Balance as of 12/31/14 of $1098.01 and I don't understand where that is coming from. |
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| Author: | Allan W. [ Tue Mar 10, 2015 3:08 pm ] |
| Post subject: | Re: Summaries, categories and totals |
The Donations total would be the total of any Entries that use "Donations" in the field being dealt with, while the "Balance as of 12/31/14" would be the overall Account Balance at the end of last year—no matter the Summary settings, an Account balance will get displayed for a given subtotaling period. Now, to generate a Summary that deals strictly with Medical expenses, you can create a custom Summary using the New button at the top of the Summary section, then for the Summary options, leave only 'Debits' selected where it says 'Show:', activate the Filter option at the bottom, and type "medical" into the filter field there. |
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