I’m just not sure where to post this, and I’ve searched the forums but I don’t know if I’m using the right search terms. I have business expenses and income that are in accounts that also have personal expenses and income. Is there a way to create a profit & loss statement with specific categories rather than all categories? When I search for category reports, I’m only finding ways to report on a single category rather than being able to select multiple categories.
I’ve tried using two pivot tables (one for the income categories and one below it for the expense categories) on one sheet with monthly or quarterly columns, and that almost works. The problem is that I have some months or quarters with no income from this business activity, so the columns don’t line up.
I’ve tried the simple business dashboard, and it doesn’t seem to allow me to select which categories are business related – it just summarizes all of my transactions, personal or business into one dashboard (do I not understand how to use it?).
I’ve also tried the profit and loss template, which similarly does not allow me to select which categories to include.
I’m probably missing some basic Tiller skill about how to make a sheet only report on selected categories. Or maybe I’m wishing for a feature that doesn’t exist!