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Custom Category Report

This report lets you compare sets of categorical spending against other sets.

These reports are currently in beta testing and may be subject to change or removal. Please use the Contact Us form to provide feedback.
This report is only available for ClearCheckbook Premium members.

Where to find this report

Click on the Beta tab and then click on the Custom Category Text link.

Custom Category Report - Location
Location of Custom Category Reports

What does this report tell me?

The Custom Category Report generates a statement that compares multiple sets of categories against each other. In the examples below we'll be comparing two different rental units.

You can change the # Category Groups option to compare up to 20 category groups against each other.

In this example we're going to be comparing the expenses for two different rental units. Each rental unit has a parent category with the unit name and each parent has the same sub categories. The Deposits option will be set to the default, which is to ignore deposits.

Custom Category Report - Report Options
Custom Category Report Options

Below is a sample of a Custom Category statement generated with the parameters from the screenshot above.

Custom Category Report - Sample report
Sample Custom Category Report

In this example we are changing the Deposits option to Sum which will sum any withdrawals and deposits. You'll see the Rent row has data in the resulting statement.

Custom Category Report - Report Options
Custom Category Report Options

Below is a sample of a Custom Category statement generated with the parameters from the screenshot above.

Custom Category Report - Sample report
Sample Custom Category Report

The Report Options for the Custom Category report are shown and explained below.

Option Description
Date Range Select the start and end dates for the transactions that should be calculated.
Deposits Changing this option affects how deposits are handled. The options are: Ignore - the default option which ignores all deposits and only shows withdrawals. Sum - sums any deposits and withdrawals and shows the result. Only - only shows deposits, ignoring all withdrawal data.
Accounts You can limit the report to a specific account or set of accounts
# Category Groups Select the number of category groups you would like to compare against each other. The values are 1-20.

Export to CSV File

You can click the Export to CSV link below the report to export the report to a CSV file. A CSV file can be opened in any spreadsheet application such as Excel.

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