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PostPosted: Sat Mar 07, 2015 11:08 am 
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Joined: Sat Jan 03, 2015 4:20 pm
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Is there a way to get yearly total for the medical expenses, etc? Ok I did discover the summary area where one can customize the information. Now I'd like to understand the total on that page, i.e. I have $372 donations total, then there is a Balance as of 12/31/14 of $1098.01 and I don't understand where that is coming from.


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PostPosted: Tue Mar 10, 2015 3:08 pm 
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The Donations total would be the total of any Entries that use "Donations" in the field being dealt with, while the "Balance as of 12/31/14" would be the overall Account Balance at the end of last year—no matter the Summary settings, an Account balance will get displayed for a given subtotaling period.

Now, to generate a Summary that deals strictly with Medical expenses, you can create a custom Summary using the New button at the top of the Summary section, then for the Summary options, leave only 'Debits' selected where it says 'Show:', activate the Filter option at the bottom, and type "medical" into the filter field there.

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Allan Woodall
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Splasm Software
http://www.splasm.com


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