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How to Use Categories in Reports

Categories feed your reports indirectly, through the chart-of-accounts entries they map to - reports group your numbers by account, not by category name…

Steps

  1. Go to Settings → Categories to confirm which accounts your categories of interest map to.
  2. Go to Reports and run a report such as Profit & Loss.
  3. Look for the corresponding chart-of-accounts line to see the totals tied to that category.
  4. Adjust how transactions are categorized if you want totals to land under a different account.

Related Articles

  • How to Map Categories to Chart of Accounts
  • What Are Categories and Why They Matter
  • How to Organise Categories for Better Financial Reporting

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