Home›Forums›Feature Wish List›Sum different categories in Report
pierrecaradecHi,
I think it would be useful to sum up categories on Report. I’d like to see the sum of all expenses categories evolution in months but I can’t do it. Maybe other users might also think it is useful to see earnings and expenses reports.
Thanks.
Robin2026-02-12T22:09:53-05:00
Eric Poulin2026-02-10T21:00:20-05:00
Eric Poulin2026-02-10T20:01:32-05:00
Summing expense categories provides users with a clearer understanding of their financial habits, allowing for more informed decision-making. By aggregating expenses into distinct categories, users can identify areas where they may be overspending and adjust their budgets accordingly.
For example, if a user notices that their dining expenses consistently exceed their budget, they can explore cost-cutting measures such as dining out less frequently or opting for more affordable meal options. This ability to sum categories not only aids in tracking spending but also empowers users to set realistic financial goals based on their spending patterns.
Integrating the ability to sum categories within financial reports significantly enhances the overall reporting experience. Users can generate comprehensive reports that provide insights into spending trends, making it easier to evaluate financial performance over time.
For instance, a user could create a monthly report that sums all entertainment-related expenses, revealing seasonal spending spikes during holidays or events. This level of detail can help users make strategic decisions about their finances, such as reallocating funds to savings or investments based on their spending history.
User feedback plays a pivotal role in the development of new features for CalendarBudget. By actively engaging with the community and considering user suggestions, the platform can evolve to meet the specific needs of its users, ensuring that the software remains relevant and user-friendly.
An example of this is the feature request process, where users can submit their ideas for new functionalities, such as the ability to sum categories in reports. This collaborative approach fosters a sense of community and ownership among users, as they see their suggestions being taken into account in future updates.
When considering budgeting software, it's essential to compare features across different platforms. CalendarBudget stands out due to its unique ability to sum expense categories, which many other budgeting tools may lack.
For example, while some applications offer basic tracking features, CalendarBudget allows for detailed reporting that can sum expenses by category, providing deeper insights into financial habits. This comparison can help potential users make informed choices about which budgeting software best meets their needs.
