Reports - Rollup third level category to second level and then top level

RickS

Reports - Rollup third level category to second level and then top level. In web version 4.37, third level category is rolling up to top level and ignoring second level.

DannyB

If QS is going to offer a three-level category setup, then in agreement with this feature request, here is what I would expect from a three-level category Sending Report:

The initial report will look like this which is the current view of the Spending Report showing totals for all top-level categories.

Drilling down into one of the first-level categories, in this example "A-Housing (13%)," will return this result. These are my four sub-categories or second-level categories under "A-Housing (13%)."

Next, drilling down into one of these second-level categories, in this example "Home Maintenance," I would arrive at this report breaking out my spending in each of my third-level categories under "Home Maintenance."

Rolling these third-level expenses into the second-level report negates any usefulness this third level might afford for spending analysis.

Since QS has gone to the trouble of adding a third level to the category system, please take the next and final step and incorporate this feature request into the Spending Report.

Thank you.

Coach Natalie

With Enhanced Reports, which are currently in Early Access and will soon be live for everyone, it appears that third-level categories are now rolling up to the second and then first level in reports. I see this in both the breakdown and the graph.

Thank you!

RickS

@Coach Natalie Thanks for the follow-up!

RickS

@Coach Natalie As it turns out, I tried the QBP version of Simplifi and switched back to just personal. Unfortunately, it appears that the Personal and Business distinction is taking up the 1st rollup level and there is no way to revert back. In effect, I cannot have a third rollup level under Personal.

Coach Kristina

Hello @RickS,

Thank you for letting us know you're seeing this issue. Please post about it in the Feedback thread for the new feature:

https://community.simplifimoney.com/discussion/15863/enhanced-reports-share-your-feedback-here

Thank you!