Can I run a spending report for a specific business within Business & Personal?

IB1542

I see that I can run an IS and BS, but can't seem to run a category spending report for just one business…

Coach Kristina

Hello @IB1542,

Thank you for reaching out to the Community with this question. While there isn't specifically a filter by business, there are a few things you can do.

If you have business categories assigned to all the transactions for that business, you can filter by the specific business categories.

If your business clients are unique to each business, it may be easier to filter by Client/Project instead.

Another option, if neither of the above filter options will work for you, is to create and assign tags for business transactions (unique to each business you track). Then, you could filter by tag to get a spending report just for that one business.

I hope this helps!

IB1542

Thanks Kristina - the only one of these options that is (sort of) practical for my use is the tags approach. However, it means that I have to tag every transaction (and tags are not memorized as far as I can tell) which is a big time sink. A much better solution for me would be to be able to filter a spending report by business. Is there any chance that this is on the developer timeline?

With thanks!

Coach Kristina

Thank you for your reply,

I'm not seeing any Idea posts requesting that functionality. If it's something you'd like to see added in the future, I recommend creating an Idea post. If the Idea gets enough votes, it may be implemented in the future. For information on creating an Idea post, please see the post linked below:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thank you!