Expense - Income Report (Bar Chart)

Introduction

This screen allows the retail user to generate the report for expense -income in bar chart format. The categories that are available for categorization only are considered for analysis. The retail user can select a category from the given search criteria on the screen. The user also has the option to select the date range and frequency (monthly, quarterly, yearly) for performing the analysis.

For each category, exact amount is shown on the top of each bar.

Note:

For the fields,

Time period from: This field will have drop-down list values starting from one year old. For example today is 02/10/2010, then drop-down list will have value starting from Nov, 09 till Oct, 10.

Time period To: This field will have drop-down list values starting from one year old. For example today is 02/10/2010, then drop-down list will have value starting from Nov, 09 till Oct, 10.

Retail user would not be able to generate any report if the user is not linked to any categories.

Navigation

The following is the navigation for this option:

Select the Expense - Income Report (Bar Chart) option from Reports drop-down list in Manage Category and Budgeting screen and click the OK button.

Select the Expense - Income Report (Bar Chart) option from the dropdown of View Reports Tab

The Expense - Income Report (Bar Chart) screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field	Description
Search Criteria
Category Name	From the drop-down list, select the category name.
Frequency	From the drop-down list, select the frequency.
Time Period From & To	Select the time period range.

Click	To
Search	Search the categories based on the search criteria. The result list is displayed on the same screen below.
Clear	Clear the specified values.

Field	Description
Transactions List
Bank Name	The bank name holding the account.
Account Nickname	The nickname for the account.
Account Type	The type of account. Valid Values: Savings Current Overdraft
Account Number	The account number.
Transaction Date	The date on which the transaction was initiated.
Transaction Remarks	The remarks entered by the user during transaction initiation.
Category	The category of the transaction.
Currency	The currency of the transaction.
Amount Type	Specifies whether the transaction is Debit type (Dr.) or Credit type (Cr).
Amount	The amount of transaction.

Click	To
Page Go	Provide the list page number and click Go to fetch the corresponding list screen.
	Go to the previous list screen.
	Go to the next list screen.
Download Details As	Download the above details. Select the following format and click the OK button to download: HTML CSV XLS PDF