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Category Groups for Reports

Feature Request

Add the ability to organize categories into higher-level groups, such as Housing, Utilities, Transportation, Health & Fitness, etc., and display those groupings in reports.

Currently, reports show categories in a flat list. This feature would allow users to create or assign categories to groups so the income and expense report can be viewed in a more organized, management-report style format, while still keeping the default experience simple for users who do not need grouping.

Posted by Mike ·
Status: Completed2 comments

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Comments2

  • Doug Barry

    •

    Jun 3

    I’m totally in favor of this enhancement,

    it would be great if the category groups could act as rollups and show the group subtotals. Also it would be fantastic if the user could have a choice of either 1) a fully expanded report of all income and expense categories with category group subtotals or 2) a truncated summary version showing only the category group subtotals and also a grand total, of course.

    • Mike

      Team•

      Jun 3

      Very helpful!

      Rollups with subtotals makes a lot of sense. The expanded vs. summary view is also a great idea, since it could give users more flexibility while still keeping the default report simple and easy to read.

      We’ll see what we can do!