Total accounts sorted by account with breakdown (Subtotal)

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Total accounts sorted by account with breakdown (Subtotal)

Post by Renato »

I created a report using the General Report Manager.
I haven’t tested the foreign currency conversion.
The accounts are sorted by name, and a subtotal is inserted whenever the first four characters of accounts change.
Note: For some accounts, I use a period at the beginning of the account name so that my most important accounts always appear at the top. This period is not taken into account during sorting.
Grouped Account Totals.grm
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Re: Total accounts sorted by account with breakdown (Subtotal)

Post by Renato »

Here is an improved version:
Grupped Account Totals3.grm
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Re: Total accounts sorted by account with breakdown (Subtotal)

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Re: Total accounts sorted by account with breakdown (Subtotal)

Post by Renato »

Since the language is English, I chose this display option.
The fact that this looks a little odd with negative numbers is an HTML issue.
Can I assume that you like this analysis and find it useful?

Period ( . ): Common in Germany, Austria, Italy, Spain, and large parts of Europe and South America (e.g., 1,000,000).

Comma ( , ): Standard in English-speaking countries (U.S., U.K., Australia, Canada) as well as in China, Japan, and India (e.g., 1,000,000).

Narrow space / space ( ): Recommended by the international ISO standard. Used in France, Sweden, Finland, and in academic contexts (e.g., 1 000 000).

Apostrophe ( ' ): Standard format in Switzerland and Liechtenstein (e.g., 1'000'000).
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Re: Total accounts sorted by account with breakdown (Subtotal)

Post by Dandy »

Renato wrote: Tue Aug 11, 2026 12:53 pm Can I assume that you like this analysis and find it useful?
"Yes, I like it.
For my needs, I would prefer subtotals to be calculated after each account group (e.g., Bank, Credit, Cash, Assets)."
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Re: Total accounts sorted by account with breakdown (Subtotal)

Post by Renato »

That would be a different kind of analysis; as far as I can tell, this information is already available in the overview, though the foreign currencies are displayed a bit “strangely” there.
I was missing a summary broken down by bank that would allow me to easily check my bank statement.
I also noticed that the valuation of the foreign currencies was missing.
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