Total accounts sorted by account with breakdown (Subtotal)

[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

(2.37 KiB) Downloaded 228 times

[Renato]

Here is an improved version:

Grupped Account Totals3.grm

(2.92 KiB) Downloaded 128 times

[Dandy]

SCR.jpg (5.87 KiB) Viewed 3529 times

[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).

[Dandy]

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)."

[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.

[Renato]

New version with graph and legend.

Grupped Account Totals.grm

(4.23 KiB) Downloaded 78 times

[alfred07380]

Good job !!
With the last version, problem with thousand and decimal separator. See screenshot.
And false result in the pie chart.
French people. MMEX 1.9.3 RC4 - flatpak version
CachyOS Linux

[Renato]

@alfred07380
Please try again with this version:

Grupped Account Totals.grm

(4.84 KiB) Downloaded 24 times

[alfred07380]

@Renato
Not that yet:
I think the problem is that there are two commas for the decimals.
And that the thousands separator should be a space.