Hello,
I would like to confirm whether adding a new column in the Categories tab, to serve as a sub-group, can be reflected in the Monthly Budget and Yearly Budget tabs.
For e.g.
| Category | Group 2 | Group 1 |
|---|---|---|
| AE Parking & Tolls | AUTOMOBILE EXPENSE | Living |
| AE Vehicle Fuel | AUTOMOBILE EXPENSE | Living |
| AE Vehicle Registration | AUTOMOBILE EXPENSE | Living |
| AE Vehicle Rep & Maint | AUTOMOBILE EXPENSE | Discretionary |
| AE Transportation | AUTOMOBILE EXPENSE | Discretionary |
How would this appear in the reports mentioned above? This is how I would like it to be presented:
| EXPENSE | $0.00 | $0.00 | $0.00 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| LIVING | 0% | of budget | $0.00 | $0.00 | $0.00 | ||||
| AUTOMOBILE EXPENSE | 0% | of budget | $0.00 | $0.00 | $0.00 | ||||
| AE Vehicle Fuel | $0.00 | $0.00 | $0.00 | ||||||
| AE Vehicle Registration | $0.00 | $0.00 | $0.00 |
| DISCRETIONARY | 0% | of budget | $0.00 | $0.00 | $0.00 | |||
|---|---|---|---|---|---|---|---|---|
| AUTOMOBILE EXPENSE | 0% | of budget | $0.00 | $0.00 | $0.00 | |||
| AE Transportation | $0.00 | $0.00 | $0.00 | |||||
| AE Vehicle Rep & Maint | $0.00 | $0.00 | $0.00 |
This would allow Group 2 to function as a header account, with Group 1 serving as a breakdown beneath it, essentially supporting the structure of the 50/30/20 budgeting framework.
If this is not currently possible, is there a workaround that could be applied to incorporate this into the reports?