Budget per group
In the Budget sheet, categories can be grouped by group or by group type. Each group lists the categories that belong to it, with a subtotal per month and for the whole year.
Choosing a grouping
Section titled “Choosing a grouping”To the right of the amount display selector (Budget, Actual, Position or Forecast) at the top left of the table is the grouping selector:
| Option | Behaviour |
|---|---|
| No grouping | Categories are listed directly under Income and Expenses. |
| By group | Categories are grouped by the Group field in the category details. |
| By group type | Categories are grouped by the Group type field in the category details. |
The selected grouping is remembered on the device.
Subtotals per group
Section titled “Subtotals per group”Above the categories of a group is a group row with a lighter background. This row shows the total of the categories in that group, per month and in the Total column. The amount shown follows the selected amount display.
Groups are sorted according to the Sort option in the budget settings: by amount (largest group first) or by name. Categories without a group are listed last under No group.
Collapsing and expanding groups
Section titled “Collapsing and expanding groups”- Click a group row to collapse or expand the categories of that group. The subtotal stays visible.
- Click Income or Expenses to collapse or expand all groups below it at once.
Collapsed groups stay collapsed when switching period or filter. When printing and exporting to Excel, only the subtotals of collapsed groups are included.