Split your reports with tracking categories
Set up categories like Region or Department, tag transactions with them, and filter your reports.
- Set up
- Tag
- Filter
Tracking categories let you see profit by region, department, location or anything else. A category (like Region) has options (like North and South).
How do I add a tracking category?
- Open AccountingAdvancedTracking categories and choose Add category.
- Type the Category name.
- List the Options, one per line or separated by commas.
- Choose Add category to save.
Add more options later in the box under each category.
Only a few at a time
There's a cap on active categories. If the button is greyed out, archive one first.
How do I tag transactions?
On an invoice or bill, each line has a picker for each active category, under the line. Pick an option, or leave it blank.
For transactions you've already entered, use AccountingAdvancedFind & recode: find them, tick them and choose a tracking option. Budgets can also be set for one option.
How do I see a report for one option?
On the profit and loss or account transactions report, pick an option in the Tracking filter.
Can I rename or remove one?
Use the menu on a category or option to Rename or Archive it. Tagged transactions keep their tags, and reports can still filter by them. Restore brings it back.
Next
Find and recode transactions
Move transactions coded to the wrong account, or tag them for tracking, many at once.
Read your profit and loss
See your income, expenses and profit for any period, compare it with earlier ones and filter by tracking.
Set a budget and track against it
Set monthly targets by account, start from last year's figures if you like, and compare them with what happened.
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