Summarize expenses/charge totals for individual accounts
J
Jim Appleby
Hi Anne, not sure if you mean just the full total, or if you mean in the breakdown where you can see totals by category. For me, it might be nice to see the totals by category in the breakdown and limit it to my business accounts. I'm using Greenbooks for all my accounts, which include my business and personal accounts. I'm faced with a decision if I want to use the breakdown for my books. Do I delete my personal accounts and just use it for business? If I do that how do I categorize the transactions between the accounts? (At times I "borrow" money from myself by transferring between my personal and business accounts to help with cashflow on big expenses, and at other times, I am simply paying our family out of the business) Do I categorize all my personal transactions simply as "personal" and create a fake amount that zeros those out so that the breakdown shows business only? How can I get a breakdown just of my business or just of my personal finance?
Tim
Jim Appleby: Good point. I am in the same situation and would also find it helpful for a change like you suggested.
A
Anne C
Jim Appleby: yes, by account by category