Forum Discussion

apeter's avatar
apeter
Experienced User
3 years ago

can't get totals in find transactions

I use 'find transactions' to identify spending related to a particular event/process

(eg, I used the word 'xmas' in 'description' in 'spend money' to identify all purchases related to a particular event)

I can search for all the transactions, this is OK.

I can't get a total? I have to manually enter the numbers into a calculator?

 

So, an answer to a simple question 'what did we spend on the Christmas lunch' takes ages, and is inaccurate.

This happens a lot.

'how much did we spend on the seating project?'

'What did presenters cost us this year?'

 

There has to be a better way that I aren't aware of

 

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    3 years ago

    Hi apeter 

     

    Thanks for your post. The Find transactions window is for searching/locating transactions so won't give a total. If you need to track individual expenses you would use accounts, for example, all costs for presenters would be allocated to an expense/cost of sales account called Presenters. You could then run reports, including the P&L and General ledger, to get a total of that expense for the selected period.

     

    To track the costs and profit of projects you'd use Jobs. For example, you have a bill for a presenter that relates to a project. You'd allocate the cost to the presenter account and assign the project job. That way you can track what you've spent on presenters and the cost of projects.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • apeter's avatar
      apeter
      Experienced User
      3 years ago

      Don't think your solution is particularly helpful. Why can't I export a 'find transaction' report?

      I am not going to set up hundreds of accounts just to track spending for a different group of items

      While 'jobs' may provide a solution, this is too much work for what should be a simple process

    • apeter's avatar
      apeter
      Experienced User
      3 years ago

      I tried jobs. Not impressed.

      I can't see how to check expenses for a particular time period.

      i can't see how to display all the transaction for a job.

      I can't see how to export the data

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