Category Transactions report


See Overview of report details for more information.

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

Drill Down to Source window

None

Drill Down to Source window

Click: Category ID, Category Name
Opens
: Category view of the Find Transactions window

Click: Transaction fields (ID #, Src, Date, Memo, Account, Debit Credit)
Opens
: transaction source window