Yes, that's right: you'd want to enter [Category]:[Account name] for each and every Category. Here's an example of what that might look like:
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| Author: | gromit95 [ Wed Aug 23, 2023 2:40 pm ] |
| Post subject: | question about category |
i have cbp i put all my $$ in categories food, car, insurance etc etc i have accumulated a lot of $ and want to invest it in a cd so i have moved 20000.00into a cd it contains $10000.00 medical and 10000.00 home repair when i run a category report the 4 in the cd wont show in my report i want to run a category report and see what account have what category and amount in it thanks fred |
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| Author: | Allan W. [ Wed Aug 23, 2023 3:51 pm ] |
| Post subject: | Re: question about category |
Unfortunately, CheckBook Pro isn't capable of generating an All Accounts Summary that shows Category subtotals broken-down by Account. That's a feature we can certainly look at supporting in a future version, though. Perhaps, for now, you could include the Account name as a subcategory of your existing Categories—for example, you'd use "Medical:CD" inside the CD Account, in place of simply "Medical" (this way, you could see a grand total for the Medical Category across all your Accounts, as well as a total for the Medical entries in just the CD Account, down in the subtotal breakdown area). |
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| Author: | gromit95 [ Fri Aug 25, 2023 12:53 pm ] |
| Post subject: | Re: question about category |
hello we will give it a try we used to be long time quicken / mac user until quicken trashed there program and wanted a monthly fee. please see if its something that can be added to checkbook thanks fred |
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| Author: | gromit95 [ Fri Sep 15, 2023 10:42 am ] |
| Post subject: | Re: question about category |
hi we gave it a try and it didn't work like we hoped. pleas see if its something that can be added to cbp thanks fred |
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| Author: | Allan W. [ Fri Sep 15, 2023 10:58 am ] |
| Post subject: | Re: question about category |
That's too bad that the suggestion didn't work as hoped. But, we've definitely got the idea on our feature request list, which we consult as we plan future updates. Thanks! |
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| Author: | gromit95 [ Fri Apr 12, 2024 11:58 am ] |
| Post subject: | Re: question about category |
allan is this something we will see be added to CBP it would really be nice to all you $ in all categories in all accounts fred |
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| Author: | Allan W. [ Fri Apr 12, 2024 1:31 pm ] |
| Post subject: | Re: question about category |
It's certainly possible, Fred! The idea is still holding strong on our feature request list, after all, which we're always looking at as we develop new updates. |
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| Author: | gromit95 [ Tue Apr 16, 2024 10:02 am ] |
| Post subject: | Re: question about category |
dont make us wait too long fred |
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| Author: | gromit95 [ Wed Dec 04, 2024 12:50 pm ] |
| Post subject: | Re: question about category |
hello any update on my request? thanks fred |
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| Author: | Allan W. [ Wed Dec 04, 2024 1:55 pm ] |
| Post subject: | Re: question about category |
No news to report just yet, sadly. We'll be sure and let us know just a soon as we have something, though. We appreciate you continuing to hang in there! |
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| Author: | gromit95 [ Thu Dec 05, 2024 3:36 pm ] |
| Post subject: | Re: question about category |
Allan W. wrote: Unfortunately, CheckBook Pro isn't capable of generating an All Accounts Summary that shows Category subtotals broken-down by Account. That's a feature we can certainly look at supporting in a future version, though. Perhaps, for now, you could include the Account name as a subcategory of your existing Categories—for example, you'd use "Medical:CD" inside the CD Account, in place of simply "Medical" (this way, you could see a grand total for the Medical Category across all your Accounts, as well as a total for the Medical entries in just the CD Account, down in the subtotal breakdown area). i looked at tis again. was hoping you could show so example ?? i think i understand if the cd on has one category in it but what if it has 3 or 4 ? do need to add category: cd for each one? in the same cd fred |
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| Author: | Allan W. [ Thu Dec 05, 2024 5:21 pm ] | ||
| Post subject: | Re: question about category | ||
Yes, that's right: you'd want to enter [Category]:[Account name] for each and every Category. Here's an example of what that might look like:
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