Nest sub-categories under parent categories
Use the Nest categories toggle to have sub-categories nested under their parent category in the report.
Expanding the sub-categories
You can hide and unhide the sub-categories for a parent category by clicking the arrow to the left of a parent category.
Rolling up the sub-categories
To roll-up the amounts for the sub-categories into the parent category, click the up icon on the right of the table
Nesting and roll-up when exporting the report
The nest categories and roll-up options selected are taken into consideration when exporting the report.
When categories can’t be rolled up on the Income & Expense report
When using roll-up to analyse a sub-category within its parent category, both categories must have the same transfer setting. This alignment ensures your budget analysis is accurate by keeping compatible category types together.
If you've rolled up analysis on the Income & Expense Report, any incompatible categories will have an 🚫 appear next to the category icon on the left.
When you hover over the 🚫, an explanation will appear stating why you can't roll that category up into its parent category:
- If the parent category is designated as a transfer category, only sub-categories that are also transfer categories will be included in the roll-up.
- Conversely, if the parent category is a non-transfer (regular) category, only other regular categories will be combined with it.
You can still nest categories under one another regardless of their transfer status. However, if you wish to roll-up budget analysis for all nested categories, you must ensure that the transfer settings of the categories match.
In most cases, this will involve reorganizing your categories to ensure they are nested under categories of the same type, or adjusting the transfer settings on a few categories to achieve consistency.
For details on how to edit a category's transfer settings, see: Creating a transfer category and Reverting a transfer category to a regular category.
You can read more on the Income & Expense report in our overview guide: The Income & Expense report: Overview