Possible to exclude categories from pre-installed reports

[veaseym]

Hi,

I use the pre-installed "Where the Money Goes" and "Where the Money Comes From" reports a lot, but would like to exclude a couple of categories from the output. I can't find a way to do this - hiding the categories doesn't work.

Are there any suggested workarounds - using the General Report Manager to modify the SQL query would be a possibility if I could find the base report package for these two reports.

Many thanks

[Renato]

I don't know of any way to exclude categories in these reports.
These reports are based on hard-coded code; there is no code that could be used in the Report Manager.
You could also create your own reports like this using Excel (PivotTable feature).

[veaseym]

Thanks Renato, I'll give it a try.

[Renato]

I found the following information online:

Yes, you can get the current status of your Money Manager Ex (MMEX) database directly and live in Excel without having to manually export the data every time. Since the MMEX file (extension .mmb) is a standard SQLite database in the background, it can be linked via the Excel function Power Query .
In order for Excel to be able to read the file, you need a so-called ODBC driver for SQLite once.
Here's the step-by-step guide on how to set that up:
Step 1: Install SQLite ODBC Driver
1. Download the free SQLite ODBC driver (preferably Christian Werner's version: SQLite ODBC Driver).
2. Choose the version that suits your Excel (usually sqliteodbc_w64.exe for 64-bit systems).
3. Install the driver with the default settings.
Step 2: Prepare the MMEX file
Excel sometimes blocks files with unknown extensions such as .mmb.
• Tip: If Excel doesn't recognize the file in the next step, make a copy of your MMEX database file and change the file extension from .mmb to .db or .sqlite (e.g. meine_finanzen.db).
Step 3: Get data live in Excel (Power Query)
1. Open a blank Excel worksheet. [1]
2. In the top menu, switch to the Data tab.
3. On the far left, click Get Data > From Other Sources > From ODBCs.
4. A small window will open. Under Data Source Name (DSN), select SQLite3 Datasource.
5. Click Advanced Options and enter the following for Connection String (No DSN) (replace the path with the real path to your file):
database=C:\Path\To\Your\File.mmb (or .db)
6. Click OK. If you are asked for login data, select "Standard or Basic Authentication" (SQLite usually does not require a username here). [2]
Step 4: Select and load tables
1. The navigator opens. Here you can see all the tables in your MMEX database.
2. Look for the CHECKINGACCOUNT_V1 table (this contains all transactions by default).
3. Click Load at the bottom. [3]
Excel now imports all transactions in a table. [4]
How to keep the status up to date
If you enter new transactions in Money Manager Ex and close the software, all you have to do is click on the Update All button in the Data tab in Excel . Excel then automatically pulls the latest bookings live from your file.
Do you want to calculate a specific report (such as your current account balance or spending by category) directly in Excel, or do you want me to show you how to link the tables for currencies and categories in Power Query?

[1] https://www.as-computer.de
[2] https://pro-bi.de
[3] https://support.microsoft.com
[4] https://www.tabellenexperte.de

[Renato]

See also: https://forum.moneymanagerex.org/viewto ... 069#p27069