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Simple Transaction Report

PhotoclarePhotoclare Member Posts: 3

Sorry if I've missed this but I've been through each of the reports and none of them seem to feature just what I need.

I'm after a report that shows the income & outgoings in date order with the categorisation I have given to each transaction. Basically I want to download the 'Transactions' page as it is for a given time period.

Can anyone tell me how to do this? The General Ledger does do this to an extent but groups all the categories together.

Many Thanks
Clare

in Accounting Technical Support

Comments

  • CalliePCallieP Member Posts: 439 admin

    Hey @Photoclare , thanks for your message! You can access this data in the General Ledger, as you've discovered there - this would be the best place to find what you're looking for. If you need to break it down, you can click the 'Account' field, and choose a specific account/category, and then update the report so that you're only seeing that one. You might also benefit from looking at the Profit & Loss report, and clicking 'Details' to see it broken out there, as well!

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