Categories on Income & Expense report can now be rolled up into parent
Update · 3 Mar, 2023

Now you’re able to click the roll-up icon on the right of each row in the Income & Expense report to roll-up the numbers of a child category into its parent.

The roll-up status is kept consistent between the Budget page and the Income and Expense report, to ensure simpler comparison between individual categories across these features.

This change also adds guidance alongside the sum totals that appear at the bottom of the table, in the cases that the numbers include hidden categories or exclude rolled-up categories.

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