Monthly Spreadsheet

I am looking for a way to customize the P&L to show a monthly breakdown of categories similar to the way the balance sheet shows running monthly amounts and YTD. Is this possible ?

Thank you - I love the simplicity of the program thus far but really need this feature

Like this?

Here’s the report settings

3 Likes

Joe,

This is exactly what I am looking for - by I cannot get the dates in the format you showed - they keep correcting to normal calendar format and this does not give me the information I am seeking - can you share the secret with me as to how to input the dates as you showed ?

Thank you for taking the time to help me with this - I truly appreciate it.

Marg Campbell

Change your date format. See the Guide: https://guides.manager.io/7043.

I’m not sure what you mean here - can you post an image of your edit on the report

I have attached the format I am using to attempt to get a monthly report for Jan - Apr and totals thereof. I have attached a copy of the report I am getting through Manager as well a spreadsheet showing what it should look like - any help you can give me would be awesome

Thanks again

Marg

No attachments in sight - where are they supposed to be?

Joe,

Am trying to send the attachments again:

How are you uploading or attaching the files?

If it’s a screen image, just paste it into the body of the reply. If it’s a fil eg Excel, use the Upload symbol to attach the file - the upload symbol is the 7th from left with an Up arrow

If you are Windows, the Microsoft snipping tool (search for it in the Windows search icon) is good

Joe,

I have it figured out how to get each monthly calculation - thanks for your patience

Marg Campbell

You can’t send attachments to the forum via Email.

I figured it out - thanks for following up though