Common questions about category data
Note: If you haven't yet taken a look at our additional options for working with imported category data, please refer to our article on working with tracked budgets (Xero and Quickbooks only) or filtering reports by imported categories (Xero, Quickbooks, MYOB and Sage Accounts).
- Which budget will be used in my data?
- Why are there no filter options available in Customise Layout?
- Why are there no filter options available for the individual pages on the report?
- Some pages have a filter option and others don't, why is this?
- Can I import category level budgets for MYOB, Sage or Excel?
If you're bringing in data from MYOB or Sage Accounts, the overall budget, not divided by job or department will be used.
If you're importing from Xero or Quickbooks, you can. choose to import budgets by tracking category, class or location data. If you don't choose to do this, the overall budget will be used. If you do import the category level budgets, you can select the budgets to use in Customise Data.
If you have already imported category data, but the filter options don't appear, this means that you haven't yet selected the category options you want to see on your report. To resolve this, in Customise Data go to the Tracking Settings pane and select the category options you want to see on the report.
This happens if the overall report is filtered using the Tracking Filter option at the top of the Customise Layout tab. Before you can filter individual pages, you will need to remove the overall report filter. To do this, set the Tracking Filter option to No Filter.
Not every page is suitable to be filtered by category. For example, balance sheet data is not normally classified by category within the accounting system, and so the filter option does not apply to this page.
At the moment category level budgets are only available when importing from Xero or Quickbooks.