Set up for keeping records

Chuck Hoger's Avatar

Chuck Hoger

08 Jan, 2022 11:36 PM

I would like to show how my money was used during the year; data to be taken from the monthly statements. Here are the accccounts:
Citi

FCU A
         Jt

USB checking

SchoolsFirst checking

I have aa list of categories thatI can attach some items to for tax purposes.
Can someone help me, please?

  1. 1 Posted by dwg on 08 Jan, 2022 11:55 PM

    dwg's Avatar

    I'm a fellow user.

    If you wish to see how money was spent over a period then it sounds like one of the Income and Expense reports may suit you, which one to use depends on how much detail you want.

  2. 2 Posted by Chuck Hoger on 09 Jan, 2022 12:38 AM

    Chuck Hoger's Avatar

    Where might I find these

    Chuck Hoger
     

        On Saturday, January 8, 2022, 03:55:51 PM PST, dwg <[email blocked]> wrote:
     
      #yiv6228916488 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6228916488 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  3. 3 Posted by dwg on 09 Jan, 2022 12:40 AM

    dwg's Avatar

    Reports are generally listed in the sidebar towards the bottom or use the menu path Tools --> Graphs and Reports.

  4. System closed this discussion on 10 Apr, 2022 12:50 AM.

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