Support grouping by category and payee
J
Jonathan Lovelace
In the "Query" tool, I can group by pretty much any combination of account, tag, and category, OR I can group by payee or by recurring ... but there's no way to group by category, and within those categories show payees. I would like to be able to group by "Category/Payee".
(My specific use-case is that most of my regular charitable giving goes under one category, but each recipient gets their own line-item in my budget spreadsheet, and when I do my year-to-date budget check I want to be able to see which of those I've done for each month.)
Log In
Din from Lunch Money
Merged in a post:
Support Category/Payee Filter in Analyze
J
JP Shipherd
The Analyze Tool has a nice drop down to pick what to Analyze including Category/Tag and Tag/Category and Payee.
If you select the Payee dropdown that creates a row for every payee across all transactions regardless of category or account. In some cases, it might be helpful to have a Category/Payee option, for example, if I wish to see how much money I've donated to different payees for all the transactions that are categorized as "Charitable"
J
Jonathan Lovelace
This looks to be the same as what I requested earlier this year, here: https://feedback.lunchmoney.app/query-tool/p/support-grouping-by-category-and-payee
J
JP Shipherd
Jonathan Lovelace that is exactly what I was looking for. I'm sorry I didn't see your request when I did a search before opening this one!