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Total accounts sorted by account with breakdown (Subtotal)
Posted: Sat Jul 18, 2026 9:38 am
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.
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Sat Aug 08, 2026 4:24 pm
by Renato
Here is an improved version:
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Tue Aug 11, 2026 10:48 am
by Dandy

- SCR.jpg (5.87 KiB) Viewed 4350 times
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Tue Aug 11, 2026 12:53 pm
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).
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Wed Aug 12, 2026 11:44 am
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)."
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Wed Aug 12, 2026 5:38 pm
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.
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Thu Aug 13, 2026 8:13 pm
by Renato
New version with graph and legend.
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Sat Aug 15, 2026 9:55 am
by 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
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Sat Aug 15, 2026 5:09 pm
by Renato
@alfred07380
Please try again with this version:
Re: Total accounts sorted by account with breakdown (Subtotal)
Posted: Sat Aug 15, 2026 5:50 pm
by 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.