# Custom income/expense

**URL:** <https://forum.manager.io/t/custom-income-expense/28359>\
**Category:** Uncategorized\
**Created:** [May 23, 2020, 9:52am UTC](https://forum.manager.io/t/custom-income-expense/28359 "2020-05-23T09:52:58Z")\
**Posts on this page:** 11\
**Page:** 1

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**Author:** ![Gally](https://avatars.discourse-cdn.com/v4/letter/g/958977/32.png) [@Gally](https://forum.manager.io/u/Gally)\
**Post date:** [May 23, 2020, 9:52am UTC](https://forum.manager.io/t/custom-income-expense/28359/1 "2020-05-23T09:52:58Z")

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I have an income account with group 400 and item 410 likewise and expense code of 1400 and items of 1410-1419  
Is it possible to get a report showing all income and all expense for only these accounts.

if I select account code = 141 I can report expenses in the range but not the income. It also selects other expenses such as 2141

Is it possible to achieve such a report another way?

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [May 23, 2020, 10:30am UTC](https://forum.manager.io/t/custom-income-expense/28359/2 "2020-05-23T10:30:41Z")

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This may help

> [@Custom report account range](https://forum.manager.io/t/custom-report-account-range/27044/2):
>
> Many of the issues you have mentioned have been requested or discussed in this forum previously. I would also like functionality in Custom Reports to be able to select General Ledger Balances in addition to the existing General Ledger Transactions. In the meantime I have found that adding a unique inconspicuous character to the Account names in the Chart of Accounts for the accounts you require in a particular report is the easiest workaround. For example if you want a report with only Curren…

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 23, 2020, 12:43pm UTC](https://forum.manager.io/t/custom-income-expense/28359/3 "2020-05-23T12:43:38Z")

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> [@Gally](#):
>
> if I select account code = 141 I can report expenses in the range but not the income. It also selects other expenses such as 2141

What do you mean by this? Select an account code where?

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [May 23, 2020, 2:28pm UTC](https://forum.manager.io/t/custom-income-expense/28359/4 "2020-05-23T14:28:19Z")

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I assume he is using:

- Account code contains 141

But would like to use:

- Account code is greater than 1409
- and Account code is less than 1420

I suggest a temporary work around while waiting

> [@Customer and Supplier summary functions as in GL summary](https://forum.manager.io/t/customer-and-supplier-summary-functions-as-in-gl-summary/28300/3):
>
> Yeah, the plan is to implement drilling-down functionality for every report. There is new implementation of custom reports coming soon which will make a few built-in reports obsolete. Then it’s a matter of going through remaning reports where drilling-down is not yet supported and add it to all of them.

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**Author:** ![Gally](https://avatars.discourse-cdn.com/v4/letter/g/958977/32.png) [@Gally](https://forum.manager.io/u/Gally)\
**Post date:** [May 23, 2020, 10:05pm UTC](https://forum.manager.io/t/custom-income-expense/28359/5 "2020-05-23T22:05:14Z")

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Probably not well as explained. I am not an expert at building queries.

The workaround is a messy solution but is fine for my simple needs. So the workaround highlights the problem that needs solving.

Many thanks

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 23, 2020, 10:11pm UTC](https://forum.manager.io/t/custom-income-expense/28359/6 "2020-05-23T22:11:51Z")

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Why don’t you export the General Ledger Transactions report to a spreadsheet and just delete the entries for accounts you don’t want? That would be very quick.

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [May 24, 2020, 12:34pm UTC](https://forum.manager.io/t/custom-income-expense/28359/7 "2020-05-24T12:34:10Z")

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> [@Gally](#):
>
> Is it possible to get a report showing all income and all expense for only these accounts.

If your group 400 & 1400 are actual Chart of Accounts “Group Heading” accounts then under Reports for Balance Sheet & Profit and Loss you can use the feature  
 ![0000000 Bug 2](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/6/8/68b692c7e2b5a3cb7dbeb0cf86b62c5c32cf89dd.jpeg)

Then clicking inside the panel will display a list, which 400 and 1400 will be displayed.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [May 24, 2020, 12:44pm UTC](https://forum.manager.io/t/custom-income-expense/28359/8 "2020-05-24T12:44:26Z")

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@Gally, the utility of collapsing groups depends on what you meant by this:

> [@Gally](#):
>
> Is it possible to get a report showing all income and all expense for only these accounts.

Collased groups on financial statements show only the net of account balances for the group, as though they made up a single account. See the Guide:[https://www.manager.io/guides/23790](https://www.manager.io/guides/23790).

However, if you are trying to produce a list of transactions posted to the accounts you mentioned, that technique will not work.

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**Author:** ![Gally](https://avatars.discourse-cdn.com/v4/letter/g/958977/32.png) [@Gally](https://forum.manager.io/u/Gally)\
**Post date:** [May 25, 2020, 8:37am UTC](https://forum.manager.io/t/custom-income-expense/28359/9 "2020-05-25T08:37:03Z")

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The best approach for me is the workaround. I can have a separateor change a report for each accouning group I want to see and copy the report to a spreadsheet for getting a net income figure. Ieally what I would like is a report where you can specify an income and expense accounting group that lists the line items calculationg a total, which the workaround does. Then to calculate a net figure income/expense figure for the groups selected.

I can achieve this by copying the workaround report to a spreadsheet and just add the net calculation.

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [May 25, 2020, 8:56am UTC](https://forum.manager.io/t/custom-income-expense/28359/10 "2020-05-25T08:56:44Z")

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It seems like Tracking Codes would do the job here - No?

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 2:55pm UTC](https://forum.manager.io/t/custom-income-expense/28359/11 "2023-01-18T14:55:28Z")

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