How do I print my actual expenditures by envelope for last year?

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  • Updated 6 months ago
I would like to print out my actual expenditures by envelope for last year to help me in some retirement planing. When I got to reports and envelope I just get a big green pie chart. Surely this can be done quite simply?
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Katherine Bain

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Posted 6 months ago

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Photo of Wayne Woodbury

Wayne Woodbury

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Hi, Katherine.  There are a couple of ways to do this using the Spending by Envelope report.  First, note the filters at the top of the screen above the pie chart.  Set the From and To dates to the desired dates.  You can then select the desired envelope from the Envelope drop-down list.  Click the refresh button and you will get a solid green pie chart because only one envelope is selected.  The envelope should be listed in a table below the pie chart listing the envelope name and the amount.  Click the envelope and it should generate a register with all of the transactions included by your filter settings.  You can then export the list to a CSV file.  I'm not sure about printing (I couldn't find a print option), but you can import the CSV into a spreadsheet and print it from there.

If you don't specify an envelope using the filter settings, all of your envelopes should be listed in the table below the pie chart with totals for each one.  If you use categories, you may just see the categories and not the specific envelopes.  If so, there should be a little triangle next to each category that allows you to expand that category so that you can see and select individual envelopes.

The second method is to just select the desired envelope from the main screen.  At the top of the register on the right is a search box.  Click the "Advanced" link next to the Search button and it will expand to allow you to select date ranges and other desired filters.  Set the dates to the desired date range and click the Search button.  You should have the same Export to CSV link at the top of the screen as you do from the Reports section.

Good luck.

Wayne