Reporting - Subtotals for Balance Sheet areas, without grouping accounts
Subtotals for Balance Sheet Items
At the moment I can only get subtotals on the balance sheet by using the grouping function. Rather than doing this it would be great to subtotal certain parts of the Balance Sheet without creating multiple group headings. eg Fixed Asset accounts & the accumulated depreciation for each asset.
Suzy Merriment
shared this idea
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james henry
commented
When you want subtotals by balance sheet area without grouping individual accounts, one approach is to rely on calculated rows or report level formulas that reference account ranges. That keeps the chart of accounts intact while still giving leadership a clean roll up view. I’ve seen teams use presentation layers or reporting views for this, so the logic lives in the report, not the ledger. Interestingly, the same idea shows up in content platforms that organize discovery without forcing rigid structures. I ran into an article on https://thetabootube.com that explains this kind of lightweight categorization really well. Clear structure, minimal friction, better insights for readers.
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Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking, by providing grouping of accounts.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial