Savings Transactions Report

Use the Savings Transactions report to see a list of transactions in your savings accounts.

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

HINT-- Use Savings accounts for any bank account that doesn't write sequential checks.

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

To group the savings transactions 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.