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
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