Report that includes both banking and credit card spending details

jo7

Hi. Is there a way to create summaries/reports that combine the categories from both banking and credit card accounts? I'd like to see my overall monthly spending per category.

RickO

Yes.

If you want to quickly see all transactions from your banking and credit card accounts in one place, click the Banking heading near the top of the sidebar. This group register will show transactions from your cash, checking, savings and credit cards in one combined register. There is a column that shows you which account each transaction belongs to.

If you want an actual report, then click Create Transaction or Summary Report in the Reports menu. In the customization for these reports, you can choose exactly which accounts and/or categories you want included.

If you want to see all transactions, Choose Create Transaction Report. On the next screen, choose Select Rows: Category, then Continue to Customize. Set the Date Range, Accounts and Categories you wish to include.

If you want to see only the totals but not individual transactions across several months, use Create Summary Report. Choose Rows:Category, Columns:Time, Interval:Month. then customize as above.

RickO

Yes.

If you want to quickly see all transactions from your banking and credit card accounts in one place, click the Banking heading near the top of the sidebar. This group register will show transactions from your cash, checking, savings and credit cards in one combined register. There is a column that shows you which account each transaction belongs to.

If you want an actual report, then click Create Transaction or Summary Report in the Reports menu. In the customization for these reports, you can choose exactly which accounts and/or categories you want included.

If you want to see all transactions, Choose Create Transaction Report. On the next screen, choose Select Rows: Category, then Continue to Customize. Set the Date Range, Accounts and Categories you wish to include.

If you want to see only the totals but not individual transactions across several months, use Create Summary Report. Choose Rows:Category, Columns:Time, Interval:Month. then customize as above.