Category Trial Balance [Summary] report
This report displays the opening and closing balances of accounts for selected categories over the specified period. It shows the total of debits and credits, and the net activity within the period.
Report details
Filters
General:
Accounts: All/Selected
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
Subtotals / Totals
Totals for each category:
Total Debit
Total Credit
Finishing Choices
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click Category ID or Name to open the Category window. Click any amounts to open the Category view of the Find Transactions window.
View sample
Reports List

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