Spending Report by Number of Spending Transactions per Month w/ Average

RobWilk
RobWilk Superuser ✭✭✭✭✭
edited November 27 in Feature Requests

Yes, the existing spending report is probably the more useful spending report. I would not be at all surprised if this is not a popular idea and gets rejected.

But as someone who has 'more transactions' when I'm financially unhealthy, I have an idea for a report (yes, this one), where the number of spending transactions per month is charted, along with a line showing average transactions per month for the chart period (i.e. year).

I can get this information as-is by running a spending report for each month, then "select all" transactions for that report, and get the number of transactions selected. For me, this would eliminate that manual work, calculate the averages, and plot them for me.


Rob Wilkens

1 votes

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Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    In the meantime, you can accomplish what you describe using a watchlist including all expense categories. The averages get calculated for a 12 month period and you can click the month to see the number of transactions below the chart. Not quite what you request, but gets close.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    No, I want number of transactions, not dollar amount.


    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    The number of transactions shows up below using the transaction list by selecting all the transactions in a given month by selecting a bar.

    I find it easier to select from the watchlist versus running a report. I did not post the transaction list here as it requires cropping info for privacy.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present