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Moving from Microsoft Money to Easy Books

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colinelliot111

15 Aug, 2014 10:59 AM

Hi. I'm coming over to Easy Books from Microsoft Money. Is there a way to create a report showing, for example, how much I spent with a certain supplier on a certain type of expense in a certain period? For example, my repairs category will have entries from B&Q and Homebase - how do I analyse the amount I spent with B&Q in the last six months? I may also have B&Q in other expense categories.

Also, are there any plans to allow reports to be exported into Numbers or Excel? I really like the look of your app but these simple restrictions seem a bit limiting.

Thank you
Colin
Mac Airbook OS X 10.9.4
Easy Books 3.5

1. Support Staff 1 Posted by Admin on 15 Aug, 2014 03:25 PM

   

   Hi Colin,

   I think I understand what you're asking. There is an overall report for suppliers showing the amount spent over a time period but that's going to include all categories of expense and you're looking for just one.

   The best way I can think of is this. Click on Suppliers followed by the supplier (B&Q). You should see a list of all purchases and the payments made. In the search box type the name of the expense account to filter the list to just those matching. This will give you the filtered list that you want. The next update (version 4.0) is not yet available, but features an option to export any of the lists, so you can then export to CSV straight from that screen. For now you can get some simple stats by selecting all the transactions and clicking on the "SUM: 123.45" that appears to the left of the search box.

   All reports are easy to import into Numbers and Excel. When saving a report, just pick the CSV or ZIP format as appropriate. The CSV file can be opened in either of these packages (although I have to say I find OpenOffice very much easier for this).

   I hope that helps,

   Mathew

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2. 2 Posted by colinelliot111 on 15 Aug, 2014 04:15 PM

   
   
   

   On 15 Aug 2014, at 16:25, Mathew <[email blocked]> wrote:

   
   

   Thanks Mathew, that’s very helpful. I wasn’t aware of the SUM function or the ability to save as CSV. Numbers seemed to like my CSV more than Open Office for some reason. I’m clearly going to have to change my habits slightly but EasyBooks is looking good. I’m sure you’ll find a lot of people out there who can’t let go of MS Money - I’m one of them, but I hate PCs and love Macs! Great to get a reply from you so quickly, and see that you actually understood my question - that seems to be quite rare these days. Colin. ================================================== From: Mathew (Support staff) Hi Colin, I think I understand what you're asking. There is an overall report for suppliers showing the amount spent over a time period but that's going to include all categories of expense and you're looking for just one. The best way I can think of is this. Click on Suppliers followed by the supplier (B&Q). You should see a list of all purchases and the payments made. In the search box type the name of the expense account to filter the list to just those matching. This will give you the filtered list that you want. The next update (version 4.0) is not yet available, but features an option to export any of the lists, so you can then export to CSV straight from that screen. For now you can get some simple stats by selecting all the transactions and clicking on the "SUM: 123.45" that appears to the left of the search box. All reports are easy to import into Numbers and Excel. When saving a report, just pick the CSV or ZIP format as appropriate. The CSV file can be opened in either of these packages (although I have to say I find OpenOffice very much easier for this). I hope that helps, Mathew On Fri, Aug 15 at 10:59 AM, Colin Elliot wrote: Hi. I'm coming over to Easy Books from Microsoft Money. Is there a way to create a report showing, for example, how much I spent with a certain supplier on a certain type of expense in a certain period? For example, my repairs category will have entries from B&Q and Homebase - how do I analyse the amount I spent with B&Q in the last six months? I may also have B&Q in other expense categories. Also, are there any plans to allow reports to be exported into Numbers or Excel? I really like the look of your app but these simple restrictions seem a bit limiting. Thank you  Colin  Mac Airbook OS X 10.9.4  Easy Books 3.5

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3. Admin closed this discussion on 15 Aug, 2014 08:08 PM.