Analyst screen

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admin
Site Admin
Posts: 449
Joined: Mon Feb 13, 2012 9:24 pm

Analyst screen

Post by admin »

General videos on "Analyst" screen

Katie explains about the "Analyst" screen
Magdy.qurtam
Posts: 3
Joined: Thu Jun 20, 2013 1:27 pm

Re: Analyst screen

Post by Magdy.qurtam »

hi
way did the loan payment are not show in the analysis and also not showen any different in the income
admin
Site Admin
Posts: 449
Joined: Mon Feb 13, 2012 9:24 pm

Re: Analyst screen

Post by admin »

As you can see in the categories tree (Data/Categories) the loans are NOT under expense and this is the reason why you don't see it on the Analyst screen when you watch a pie or a bar diagram of expense/income.
Loans may be used for many things for example investments and according to our philosophy are not part of the regular monthly expenses.
However you can change this easily by going to the "Data/Categories", selecting "Loans" + "Edit". Then change the "Parent" of "Loans" from "None" to "Expense".
Please let us know if it helps.
Magdy.qurtam
Posts: 3
Joined: Thu Jun 20, 2013 1:27 pm

Re: Analyst screen

Post by Magdy.qurtam »

thanks that was really helpful
put i was asked
if you can make the analysis screen is more details
to show the net balance of every thing
thanks for your fast answer
admin
Site Admin
Posts: 449
Joined: Mon Feb 13, 2012 9:24 pm

Re: Analyst screen

Post by admin »

Can the "Data/Categories" screen help?
You can select at the top (for example) "Actions" and see the totals in all categories. You can also select the budget and the gap.
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