Reports

Clay's Avatar

Clay

19 Jul, 2018 11:01 PM

I use 2 checking accounts; 1 is personal & the other is a property rental business. How do I run reports for each account separately?

  1. 1 Posted by -Kevin N. on 19 Jul, 2018 11:16 PM

    -Kevin N.'s Avatar

    Hi Clay,

    Taking the Income & Expenses reports as an example, you should be able to select / deselect the desired accounts from the 'Source Accounts' listed in the report's parameters window.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by C Tidwell on 20 Jul, 2018 12:34 AM

    C Tidwell's Avatar

    Thanks for your help. I've attached a screenshot; if I click the BB&T
    Tidwell Enterprises account in the upper left, it just goes to the
    checkbook register. When I click it before clicking the report , I get a
    report with totals from both accounts.

    *ClayService Electric Inc, dba Mr Electric*
    *478.784.1105www.mrelectric.com <http://www.mrelectric.com>*

  3. 3 Posted by -Kevin N. on 20 Jul, 2018 01:24 AM

    -Kevin N.'s Avatar

    Hi Clay,

    You need to click the 'Edit' button in the upper right-hand corner of the I&E report window.

    In the resulting parameters window, you can select the 'Source Accounts' along with other settings.

    -Kevin N. (not a member of MD support)

  4. 4 Posted by C Tidwell on 21 Jul, 2018 02:53 PM

    C Tidwell's Avatar

    Got it - Thanks!

    *ClayService Electric Inc, dba Mr Electric*
    *478.784.1105www.mrelectric.com <http://www.mrelectric.com>*

  5. System closed this discussion on 20 Oct, 2018 03:00 PM.

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