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Reports by Group not just category

Feature RequestLow Priority

I am only 2 days in but so far I am loving this app. One thing I use a lot (and maybe I am missing it) is in the REPORTS section - while I love being able to see what I am spending for each category, I specifically like to see what I am spending on each grouping within a specific time frame. Maybe some sort of a toggle button to go between?

For example - CAR is the group, but within the group are categories such as GAS/PAYMENT/MAINTENANCE. I can see the time frame spending on each but not as a specific group.

Posted by Jody Warrack ·
Status: Completed2 comments

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Comments2

  • Jody Warrack

    •

    Aug 4

    SO HAPPY!!! Love it!! Thank you 😁

  • team@waypointbudget

    Team•

    Aug 4

    Hey @Jody Warrack ,

    Thanks for this one. You were two days in and found a real gap :).

    Reports now show your groups first instead of a toggle since grouping for people using groups makes sense. The Spending Breakdown chart displays each group as one slice, CAR shows the combined total for Gas, Payment, and Maintenance over whatever time frame you pick.

    Click the group to see the categories inside, and click any category to see its transactions. The Detailed Category Breakdown table works the same way: group rows show the subtotal month by month, and tapping one expands the categories underneath.

    If you don't use groups for something, nothing changes, those categories show on their own like before.

    Thanks for the suggestion. This one made the whole Reports page better.