Newbie question about reports

Build and share your cool customized reports built w/ one sql, Chart.js and Lua

Moderator: Renato

User avatar
Renato
MVP MMEX User
Posts: 654
Joined: Mon Apr 25, 2011 7:36 pm
Are you a spam bot?: No
Location: near Zurich

Re: Newbie question about reports

Post by Renato »

To be able to answer such questions, it would be important to know which version you are working with.
Renato Forum Administrator
arb
New MMEX User
Posts: 8
Joined: Wed Jul 29, 2009 5:05 pm
Are you a spam bot?: No

Re: Newbie question about reports

Post by arb »

I'm using the latest stable (1.3.6)
User avatar
Renato
MVP MMEX User
Posts: 654
Joined: Mon Apr 25, 2011 7:36 pm
Are you a spam bot?: No
Location: near Zurich

Re: Newbie question about reports

Post by Renato »

On Windows ? or on Linux ?

already tried with the latest version v1.5.0-RC.2
https://github.com/moneymanagerex/moneymanagerex
Renato Forum Administrator
whall3y
MMEX Developer
Posts: 342
Joined: Fri Aug 21, 2020 5:44 pm
Are you a spam bot?: No

Re: Newbie question about reports

Post by whall3y »

arb wrote: Mon Mar 29, 2021 7:34 am In contrast I am trying to find out why the Category | Monthly numbers are wrong and I think it's because the Transfers are not included.
I'm not sure why transfers would be included. They transfer out and in accounts and hence negate each other from a category expense perspective, because of this reason I always just use the 'Transfer' category for these anyway.

Why do you think the numbers are wrong? Do you have an example?
arb
New MMEX User
Posts: 8
Joined: Wed Jul 29, 2009 5:05 pm
Are you a spam bot?: No

Re: Newbie question about reports

Post by arb »

The difference comes when producing a report from a subset of accounts. In that case a transfer out to an account which is not a member of that subset should be considered as an 'expense'.
whall3y
MMEX Developer
Posts: 342
Joined: Fri Aug 21, 2020 5:44 pm
Are you a spam bot?: No

Re: Newbie question about reports

Post by whall3y »

arb wrote: Thu Apr 29, 2021 2:13 pm The difference comes when producing a report from a subset of accounts. In that case a transfer out to an account which is not a member of that subset should be considered as an 'expense'.
Good point. Transfers in should therefore also be considered an 'income'. I have raised an issue to investigate this behavior.
https://github.com/moneymanagerex/money ... ssues/3350
Post Reply