How to add an account to a customized report

bwalker56

I have an account that has a balance, I want it to be shown on a custom report I need to run. I have gone to the Customize Drop Down. There the account is already checked for display yet it is not displayed in the report. I have tried un-checking it, then selecting it again. This has not worked. Is there a trick I am missing? Thank you for your help.

Boatnmaniac

When you customize a report there are multiple tabs that should be reviewed.  The accounts tab is obviously important but just as important is to make sure that the categoy(ies) used with that account are also checked.

Also, review the payee(s) used with that account to make sure they are checked, too.  Usually, I simply check all payee(s) unless there is a specific payee I wish to exclude.

If your account is an investment account, you'll also want to make sure the appropriate securities and goals are also checked.

Boatnmaniac

When you customize a report there are multiple tabs that should be reviewed.  The accounts tab is obviously important but just as important is to make sure that the categoy(ies) used with that account are also checked.

Also, review the payee(s) used with that account to make sure they are checked, too.  Usually, I simply check all payee(s) unless there is a specific payee I wish to exclude.

If your account is an investment account, you'll also want to make sure the appropriate securities and goals are also checked.