I suggest you ...

Contributions and disbursements

I've read the contributions/disbursements threads and think everything is going in the right direction... however I think there still needs to be some changes. If I set up new categories for C/D (say 3000 and 3100 as equities) and categorize them as 'other', when I pull a report like an Operating statement to send to an owner, those 'others' show up prior to the Net Income calculation and the total after the C/D is called Net Income (which isn't correct).
The Owner Statement is a great tool, however it pulls only from the default Disbursement category, which if I use, shows up in all other statements as an Expense... which isn't right either. Internally it is fine, but when owners' accountants are recieving statements, it doesn't look correct.
Is there a way to include these equities in the calculation after the Net Income in the Statements? Or, possibly make a C and a D default category that isn't treated like an income or expense?

2 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • sso
  • facebook
  • google
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Harris, Brandon shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    0 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...

      Feedback and Knowledge Base