Setting up report to show cumulative amounts
I would like to set up reports to show cumulative amounts for each reporting name rather than each transaction made. Instead of having twelve individual $12 donations listed at the end of the year to DAV , I want to show that $120 was given by year end report.
Thank you
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1 Posted by dwg on 03 Dec, 2019 03:07 AM
I'm a fellow user.
Have you looked at the Income & Expense - Summary report. This only gives category totals
2 Posted by Forest Clough on 03 Dec, 2019 03:34 AM
Almost there. What I want is a report listing accounts and the total for
each account.
3 Posted by Forest Clough on 03 Dec, 2019 03:45 AM
cumulative report for itemized payees-year to date
4 Posted by dwg on 03 Dec, 2019 03:53 AM
That sounds more like the Transactions Filter report.
5 Posted by Forest Clough on 03 Dec, 2019 04:14 AM
Is there any way for the report to show a list of payees and the total to
date for each payee?
6 Posted by dwg on 03 Dec, 2019 05:02 AM
The Subtotal by Payee option perhaps (Description = Payee)
7 Posted by Forest Clough on 03 Dec, 2019 09:12 PM
where do I find the Subtotal by Payee option?
8 Posted by dwg on 03 Dec, 2019 09:27 PM
Call up the Transaction Filter report
Click on edit button
Click on Don't Subtotal Field
Select Subtotal by Payee
9 Posted by Forest Clough on 03 Dec, 2019 09:40 PM
GREAT! IT WORKS!
Thanks so much!