Checking Transactions Report

Use the Checking Transactions report to see a list of all your checkbook transactions.

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

HINT-- This report acts like a checkbook register. You can see all of your checking transactions in compact form. To see more details for a transaction, double-click on it.

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 see just some checking transactions, turn on the More Details checkbox and enter a value into the Match Field popup. For example, you can see all payments made to a particular account.

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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