Looking for some paid help with report generation

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themaniedn
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Looking for some paid help with report generation

Post by themaniedn »

Hi everyone,

I’ve been using Money Manager Ex for a while and i am looking to hire someone to help create some custom reports. I’m not sure if this is the right place to ask, but I figured I’d check in case anyone has experience with this or can point me in the right direction.

I need reports tailored to specific financial metrics, and while I’m comfortable using the software, I need someone with the technical skills to customize or generate reports beyond the built-in options.

If this isn’t the right forum for this kind of request, does anyone know where I might find someone with the right expertise?
Thanks in advance!
guangong
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Re: Looking for some paid help with report generation

Post by guangong »

thanks @themaniedn , and this would be the best place.
GRM has some flexibility with SQL(retrieve) + LUA (modification) + HTML(display).

can you
1. desc detailed requirements
2. share a sample database file

ahead of this, you can explore http://grm.moneymanagerex.org/ to see what data it would achieve.
themaniedn
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Re: Looking for some paid help with report generation

Post by themaniedn »

My database has multiple currency accounts, which I realized are not properly reflected in the reports.

For example, I expect a report similar to the Income vs. Expenses - Monthly to group all income, convert each currency to the main database currency, and then display the totals. However, the report simply ignores the currencies and adds the numbers together. For instance, a deposit of 10 GBP, 20 USD, and 10 yuan would appear in the report as 40 instead of 34.01 USD.
guangong
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Re: Looking for some paid help with report generation

Post by guangong »

this is not expected and might be due to your currency rates.
can you click the Currency Manager in the toolbar (with the USD symbol) and check your GBP and CNY exchange rates?
themaniedn
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Re: Looking for some paid help with report generation

Post by themaniedn »

That is true; it turns out the problem was on my side all along. I will fix the currency issues and then explore the reports before reporting back. Thank you for your help.
guangong
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Re: Looking for some paid help with report generation

Post by guangong »

Great.

Would you like write a review about MMEX based on your usage?
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