How do I get a report of transactions from my bank AND credit cards by category for taxes

Question

I just started downloading credit card transactions from credit card site. What a saving of time BUT now I'm trying to get a summary of transactions by category for my tax preparation.  I have not found the magic for getting a report to include BOTH credit card and bank transactions for last year. Am I asking for the impossible?  Thanks. PastorLMA

Frankx · Accepted Answer

Hi @PastorLMA,

It's actually pretty easy and there are a few different ways to do it, depending on which information you want to collect.

For example, there are tax reports that focus mostly on income, deductions, and capital gains/losses  Then there are spending reports that you can print by catagories, payees or tags.  And for any reports, you can select the Gear icon on the report screen to select which accounts you want to include.

Start by selecting "Reports" > "Tax" and then select a type...

Then look at "Reports" > "Spending" and select a type...

You'll see a lot of possibilities.  Get back yo us if you need more specific information/help or if you have any additional questions.

Franxk