Bank Transactions Report

Use the Bank Transactions report to see a list of all your banking transactions. This report includes cash, checking, investment and savings accounts, as well as credit cards, loans and escrow accounts.

When you click the Update button, it will show you a list of transactions, grouped by bank account.

In this example, the report has been set to show a "condensed" report. It doesn't show the specific reports, but just gets totals for each class of bank transaction. If you turn off the Condensed checkbox, you'll also see a listing of the specific transactions for each class of account.

To view transactions for a particular date range, change the value in the Date Range field.

To group the accounts in a different way, follow these steps:

1. Click the More Details checkbox.
2. Click in the Breakdown popup field, and enter Company Division, Income Tax Class, Main Account Class, Sales Tax Rate, Status or Transaction Type.
3. Click the Update button to fill in the accounts in the new format.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.

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