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chorbach3
Level 1

How do I run a year end report with categorized transactions?

in Quicken it was done in Reports by clicking: Banking/Transaction/Last Year/Category
1 Comment 1
ab92921
Level 1

How do I run a year end report with categorized transactions?


Let me provide a few scenarios and help you pull up a report of categorized transactions.

Just to clarify, when you say "categorized transactions," are you referring to accounts in your Chart of Accounts? If so, you can pull up the Transaction Detail by Account report. Here's how:
  1. On the left panel, click on Reports.
  2. Search for Transaction Detail by Account on the search bar.
But if you're trying to pull up a report by class or location, you can pull up several reports, like: Profit and Loss by Class, Sales by Class Detail, Purchases by Location Detail, and Sales by Location Summary.

To pull up any of those, just type "by Class" (or "by location," depending on what you need) in the reports search box.

If you have other concerns or you're referring to something else, please leave a comment below. I'll be happy to assist you.

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