Please help me with this! (Report/Feature)

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Please help me with this! (Report/Feature)

Livaren
New MMEX User

Posts: 2
Joined: Thu Aug 18, 2016 9:42 am
Hi Guys,

I have 0 experience with SQL/coding languages etc. but trying to learn.

I want to create a report which will list the total balance from each payee for a category, rather than doing transaction filter, which shows lots of lines for each payee without telling me what the balance is for a particular payee. This is all for one category?

This:

"ACCOUNT" : "GBP"
"SIMILAR_YN" : false
"CATEGORY" : "Borrow" 

Only gives be a list of all the transactions (both deposits and withdrawals) under the borrow category. All I want is the report to display the balance for each payee in the borrow category.


Is there a feature that can do this? If not, can someone point me in the right direction to create a report to do this?


Really appreciated, thanks
Re: Please help me with this! (Report/Feature)

Livaren
New MMEX User

Posts: 2
Joined: Thu Aug 18, 2016 9:42 am
bump [img width=16,height=16]http://forum.moneymanagerex.org/images/icons/smile/redface.gif[/img]
Re: Please help me with this! (Report/Feature)

Nikolay
MMEX Developer

Posts: 2255
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
Other words, you need a report for a category grouped by payee?
Re: Please help me with this! (Report/Feature)

mwind
New MMEX User

Posts: 5
Joined: Sun May 22, 2016 10:06 am
I'm also really interested in this type of reports. I would like to choose a category, e.g. "Loan", and see the balance of each payee for that specific category. I've tried to do it by my self but I have zero knowledge of the necessary languages, so I could't do it properly. If you can do it it would be a great help for me (and hopefully for other users too)! Thanks
Re: Please help me with this! (Report/Feature)

Nikolay
MMEX Developer

Posts: 2255
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
Try to modify this report: https://github.com/moneymanagerex/general-reports/tree/master/OneCategoryList
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