
The Summary View
The Summary View provides an overview of all categories in the month. It is accessible from the 'View' menu, or the 'Summary View' button on the toolbar.
The pop-up menu at the top of the summary view gives you access to the five built-in functions. The default function is sum. The summary view sums each category, and displays the name of category, and the total for the current month next to it. Additionally, and only for the sum function, the summary view also adds up the total for each category and displays the 'grand total' at the bottom of the list
If you change anything in the current month, the summary view is updated automatically. In the image below, a mortgage value was changed, so the mortgage total and grand total updated.
By default, the summary view covers the entire month, from the first of the month to the last date of the month. You can change the start date and end date of the summary by adjusting the 'To:' and 'From' date fields. The new end date is shown in the summary view.
For all of the other available functions (count, average, maximum, minimum) a grand total is not calculated. Instead the end date is displayed.
You can exclude any category from the summary, by hiding the category by clicking on the checkbox next to the category in the category list.
If you have grouped your categories that will affect how they are displayed in the summary view. If the category group is expanded you will see the categories in that group, but not the group itself. If you have the group collapsed, you will see that group in the summary view, and the value next to it is the summary total of that group.