Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
how can i create a report using more than one account RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    i am trying to create a report pulling entries from 2 credit card accounts and 1 checking so that i can see all info in one place. i currently have an account for each one and will download statemetns to that particular account, want ign to keep them separate.   anybody know how to pull multiple accounts into one report (say for sorting by category or classiication)? 
    Monday, September 26, 2011 2:57 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Go to Reports. Choose one of the available reports, and click Customize. Change the accounts to only include the account your want. Explore the other customizations too. Lots of good choices ot make.

    You can also save a customized report with a meaningful name for later use.

    Monday, September 26, 2011 3:12 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Also make sure you are using Advanced Reports.

    As Cal notes, a number of the standard reports can be customized to pull data from specific accounts.

    Tuesday, September 27, 2011 4:47 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    FWIW, I'd suggest you start with "Acount Transactions" or "Transactions by Category" and see which one can be customized to get closer to what you are trying to achieve.
    Tuesday, September 27, 2011 4:49 AM
    Moderator