Hello, I am trying to create a view where I can see the following for the last 12 months Income/Assets Expenses/Liabilities Balance grouped by category groups (not categories). Is there a simple way to do it? So far, I have created a pivot table using Data-> Pivot Table and have added Account…

Monthly view on assets and liabilities and balance based on category group

heather April 30, 2020, 2:26pm 10

Do you need more help here? Monthly Analysis docs are here:

if that doesn’t help recommend doing a pivot table by group:

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