Category Transactions report

This report displays all transactions assigned to the selected categories.

note : This report only displays transactions entered in windows your user ID allows access to.

 

Report details

Filters

General:

Categories: All/Selected

Advanced:

Dated From/To

ID From/To

Amount From/To

Cards

Jobs

Memo/Payee

Session Date Range

User IDs

Source Journal

Currencies

Sorted by

Category

Subtotals / Totals

Totals for each Category:

Debits

Credits

More Report Fields (not preselected)

Account Name

Allocation Memo

Finishing Choices

Separate Pages

Add to Reports Menu

Prevent Data Changes During Report Generation

Consolidated

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click Category ID or Category Name to open the Category view of the Find Transactions window. Click ID #, Src, Date, Memo, Account, Debit or Credit for a transaction to open the transaction source window.

View sample

Reports list