Do you have a table with Category in one field and sub-Category in the second--with only one record for each unique pairing of Category and Sub Category?
If not, creating one would be helpful as you could set up a list view layout with Category values in a Sub Summary layout and the sub categories in the body. Portals to your transaction tables, but that filter by month/year could be set up to get your monthly sub totals as well as your totals and averages.
Hi ... at the moment there is only 1 table with each row being a transaction record, there is only 1 category field in each record, but that is easily split into 2 fields.
I'm not clear about what you mean by "with only one record for each unique pairing of Category and Sub Category?" ...
Are you suggesting tables like this: Category ---< subcategory ---< transactions ?
Thanks for yor help!