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

  • Question

  • 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

  • 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
  • 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
  • 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