Credit Card Transactions Report

Use the Credit Card Transactions report to see a list of all your credit card transactions.

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

HINT-- Use Credit Card accounts for money that you owe on a revolving account (with a variable balance and a variable amount paid each month).

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

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

  1. Click the More Details checkbox.
  2. Click in the Breakdown popup field, and enter 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.