Reports, Changing Time Frame (edited)

neon45
neon45 Member ✭✭✭
edited November 21 in Troubleshooting

How can we change a Time Frame without having to set up all the categories again?

It takes 5 minutes to set up a Spending report with the Accounts and Categories you want. Then, you want to get the same information over a different time frame. Click on the Date Range and all of your specific categories and accounts are gone. How do you prevent this?

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  • DannyB
    DannyB Superuser ✭✭✭✭✭

    I just set up an expense report for my "Housing" expenses and including a selection of 3 of my accounts. I left the Date Range set to the default "This Month" and ran the report. I then clicked on the date range field and selected "This year" clicked on the "Apply Dates" and the report showed Housing expenses for the newly selected date range. I tried out other preselected date ranges and a couple of custom date ranges. In all instances my selected categories didn't change.

    Can you post some screen shots of what is happening?

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer