R20 / Reports and Excel

Search categories and subcategories

Learn how to search categories and subcategories on Pennie's Reports page.

Find it: Bottom tabs > Reports

Video walkthrough

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Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Type in the actual SearchBar

  1. Type in the actual SearchBar
  2. Apply the committed search term
  3. Clear restores eligible categories

Type a saved category or subcategory in the search field.

Use Apply search or choose a matching suggestion.

These are saved terms, not an AI merchant-purpose guess.

Step 2

Apply a category search

  1. Apply a category search
  2. Apply the committed search term
  3. Clear restores eligible categories

Apply Groceries in this calendar-year example.

Its matching saved records total ten thousand two hundred seventy-eight rupees.

The January point includes five hundred seventy-nine rupees of category activity.

Step 3

Compare a subcategory term

  1. Compare a subcategory term
  2. Apply the committed search term
  3. Clear restores eligible categories

Apply Market within the same calendar year.

Matching saved subcategory records total nine thousand six hundred ninety-nine rupees.

January's other groceries are excluded, so compare that point instead of assuming a parent balance.

Step 4

Handle no matches

  1. Handle no matches
  2. Apply the committed search term
  3. Clear restores eligible categories

An unmatched term leaves no breakdown for the selection.

No saved records are changed.

Clear the SearchBar to restore the full chart.

Step 5

Clear committed search

  1. Clear committed search
  2. Apply the committed search term
  3. Clear restores eligible categories

Clearing the actual SearchBar removes the committed search.

All eligible saved categories return.

Category selection is reset rather than silently retained.

Related page references

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