Transaction report?

Is there anyway to get a report showing all the transactions I've had for my Christmas category? I know I can hover over that in the budget but I'd like to see all transactions (including purchases I made in previous months). 

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  • Hi RadarsMom !

    When you have a moment, take a look at the Spending Report. If you click on Reports in the upper left hand corner of your budget, you can select the Spending Report, filter by date and then click on the category where you'd like to see the transactions. :)

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  • Thanks. I see that. But again, the best I can see is a pop-up window list of transactions. I'd like to either see a static window listing them, or the option to export (Exporting as CSV doesn't not produce a list). 

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  • Go to the All Accounts view and use the Search feature. Type the name of your category and select "Category: xmas" (or whatever the category name is) from the pop-up menu. That will show you all the transactions. If you need to total them, just select all.

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  • I am also looking for detail to export to excel.  I don't care about totalling anything, I just want a list of all the details that make up the totals transferred to excel.  Is this even possible?  

    Thanks 

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    • Hi Orchid Gazelle !

      You can export your transactions and budget in CSV format. To do that, click on the name of your budget in the upper left corner and choose the Export budget data option. This will export all of your transactions for review.

      You can also export your reports, by clicking on the Reports option and then using the Export button on the right hand side of the screen.

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  • Doing taxes I really find the reporting YNAB makes available TERRIBLE.  There has to be a way to get a subset of transactions exportable to csv with the date, description and amount for each transaction, not just a global total.  This is probably the one thing that forces me to use both qnab AND quicken.  Quicken gives me the reports I need at tax time.  I wish this could be a development priority.  I find it a fatal flaw in the program that you don't provide this functionality.

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      • Abby
      • Toolkit for YNAB Designer & Developer
      • abbydawn
      • 6 mths ago
      • Reported - view

      Gold Orca Might be worth adding it as a feature request: https://youneedabudget.typeform.com/to/Pt6cek

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    • Gold Orca May I ask you to walk me through your tax reporting process? I ask because I'm in the same boat: I have a small business with lots of transactions in various categories, I file a Schedule C, and I use YNAB for my business budget.

      So I have two questions for you, and I think the answers will help guide your feature request even if we can't find a workflow that's right for you:

      1. What's missing from YNAB's reports that you need for filing taxes?
      2. When you do a CSV export, what subset of the data are you looking for? Is it just all transactions from the previous year, or is it more detailed than that? 
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      • Gold Orca
      • Gold_Orca.15
      • 6 mths ago
      • Reported - view

      Matthew I use Quickbooks Online for my business, as my reporting needs are higher for that, and I don't mix my business and personal money.   My business has its own checking account and credit cards and does not get tracked in YNAB at all.

      My issue is with Qualified Education Expenses (for my son's college expenses), which I pull from my Quality of Life: Education budget category, and Charitable Contributions (from True Expenses: Giving).  If they were more substantial, I would want to be able to pull Medical Expenses as well.  Those are transactions that do not have a dedicated credit card/bank account, but that happen as part of my personal expenses. 

      I literally just need 1/1/YY to 12/31/YY the transactions that appear in the popup list if you drill down to a category in a spending report.  Just put an EXPORT button in that little window that lists the transactions and it would be sufficient for me.   

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  • As near as I can tell as things stand right now I can either

    1) Stream transactions through both YNAB and Quicken, going through the categorization for each transaction, and getting the forecasting that I like from YNAB, but the retrospective from Quicken

    OR 

    2) At tax time, assuming I get rid of Quicken, resize YNAB to half my screen and put an Excel spreadsheet on the other half.  Pulling up a spending report for last year in YNAB, drill down to the category and click on the total for a category to get the popup window that shows date, payee and amount.  Go over to the excel spreadsheet and type in the individual transactions.  Print the excel spreadsheet.  This option seems quite ridiculous to me, but is probably the least total effort

    OR

    3) Export all transactions for all time to a CSV.  Open it in Excel and use data filtering to show only the subset I'm interested in.   It seems ridiculous to have to manipulate a file containing all transactions for all times anytime I just want a small list.

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    • Gold Orca I get it.

      I agree with you that this is something that should be part of YNAB, and I hope that someday it will.

      However, I do #3: I do the export, open it in an Excel-like product :), and then delete the rows I don't care about. This feels like unnecessary busywork to me, too, but in practice it takes less than two minutes, once a year.

      I feel like I'm being defensive about this, and I'm sorry if I come off that way. But I don't think this is something on the near-term development roadmap, and so I'd like to get you to the best solution in the meantime, and I think #3 is probably it. (You could even write an Excel macro.)

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      • Hot Pink Elk
      • Smile!
      • Hot_Pink_Elk_187187b83d
      • 12 days ago
      • Reported - view

      Gold Orca I am with you on this.

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      • srg
      • srg
      • 12 days ago
      • Reported - view

      Hot Pink Elk I think this functionality was added relatively recently - in All Accounts, you can use the Search to filter by category, date, etc., then select all transactions, then in the main menu use Export # Transactions to see your report

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    • srg is spot on here! You can now export a list of specific transactions in YNAB, which will definitely make all future tax seasons more bearable. Gold Orca Hot Pink Elk please give it a try! Search in All Accounts for a specific category and the timeframe you need, then use the export menu to get just those transactions in a CSV file.

      Like 1
  • This year I did #1 - I am still double-entering.   My taxes are filed now (as of half an hour ago.)   So it's not any kind of emergency for me,  because I probably won't get rid of Quicken until all the needs I have are covered.  And indeed, I like YNAB enough that I pay for it and use it for the part that it does do well.  I would just love to be able to simplify and to say that it does all of it well.   It seems so close...
     

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  • Thank you that worked.  I thought I had used this before, but could not find it in help.  I will make a note for the future,  I am doing a year without Quicken  as a backup so hopefully this works.

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