Hi
Actually, the issue is that the main category above are expenses - the line items below are where the item was mentioned in income line items - it doesn’t have a separate category on the income statement currently. We are trying to CREATE a new line item on the income statement - but it would be super cool if we could take the info from Digits and do a JE to break out the line item income from the main income.
To make sure I fully understand what you are looking for, it sounds like you:
- Have a category is a catch all (Lots of transactions in Income, using your example)
- You are looking to take that category and search for a subset of transactions within it.
- Then use that information to create a new subcategory of Income with just those transactions
- Finally, then to confirm that everything is correct, by aggregating the Search on the new subcategory you can check if it matches against the other as a checksum
Am I understanding that correctly? If not, any chance you could correct me where I am wrong so that we can best look into how we can address what you are looking for?
Thanks so much for the further detail! Looking forward to hearing more :-)