job1970 wrote: I'M HAVING A HORRIBLE time trying to figure out how to configure it so I can add a "Total Expenses" box, then have it summarize (or total) the entire expenses in a certain account (sorted by account).
I'm guessing you've missed only one step, but just in case, here's a full review.
assumptions:
Expenses are in a Number type field names 'Expenses'
Accounts are in a Text type field named 'Account'
Show the Layout in which you want to display the subtotals by account.
Do the following in Layout mode (press shift-command-L, or go Layout > Layout)
Create a Summary type field (named 'Expense subtotal') with the formula
=SUM('Expenses")
After defining the new field, click Done to return to layout mode.
Go Layout > Insert Part
Insert a Subsummary when sorted by... part, and choose Account as the field to be sorted to trigger the summary.
Go Layout > Insert field, choose your new summary type field, click Insert.
In layout mode, select the new field and its label and drag them into the new Subsummary part.
Readjust the Body boundary and Subsummary boundary.
Press shift-command-B (or go Layout > Browse) to return to Browse mode.
(Here's the step I think you missed—mostly because I missed it myself.)
Press shift-command-P (or go Window > Page View) to toggle Page View on.
Press command-J (or go Organize > Sort) to open the sort dialogue.
Move the Account field name from the field list to the sort list.
Click OK.
Regards,
Barry