How to get one report that combines a checking and a cash account RRS feed

  • Question

  • I used an old version of Money and when making a report you could choose dates and which accounts to include among other things.  Old computer crashed and I load the data on a new one then downloaded to the newest free version.  I managed to convert my files to this but when I tried to make a report I don't see how I can add another account to the report. I select cash then report or checking then report but see no way toget a report combining the two accounts as I have done ion the past.
    Wednesday, March 15, 2017 11:01 PM

All replies

  • If Advanced Reports are not enabled, click

    View the  report you like, and click Customize.

    In the Account tab, select which accounts you want to include. Make any other changes, and click OK.

    To make this easily accessible in the future, right-click into the
    reports and choose AddToFavorites.  Enter a descriptive name, OK.
    Alternatively, you could click AddToMyFavoriteReports in the left column.

    You can  later access that report with Favorites->FavoriteReports.

    Wednesday, March 15, 2017 11:51 PM