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I need transaction list with splits by account. How do I set a filter to indicate just one account I need to see?

 
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Anonymous
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I need transaction list with splits by account. How do I set a filter to indicate just one account I need to see?

Great to see you today, onmarketins,

 

I can help you customize your Transaction List with Splits report.

 

First, we can add a filter to show the desired account you'd like to view. Once done, we can save your customizations to keep the report modifications, so you don't have to redo it the next time.

 

Let me guide you how to do that:

  1. On the report, click the Customize button.
  2. Click the Filter tab to expand the options.
  3. Locate the Account filter.
  4. In the Account drop-down, select the account you'd like to view.
  5. Click Run report.
  6. Once done, click Save Customization.
  7. Enter the report name in the Custom report name field.
  8. Fill out the Add this report to a group field if you already have a report group.
  9. Click Save.

That should get you on the right track, onmarketins.

 

Please let me know if there's anything I can do to help. I'm always around to assist you. Have a good day!

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