How do I get a *simple* transaction check register report/export in QMac?

richakaye

I just want a simple register report/export that looks like the...check register. For example, a mortgage payment or paycheck deposit may have multiple distributions. I just want the net total on one line of a report/export. I don't want splits or sub-totals or groupings or category breakdowns or report headers or page numbers or... If I want a fancy category report/export, I'll generate a category report/export. :-)

I know I can export to CSV but that exports with the splits on individual lines of the CSV, not to mention the unnecessary header/footer stuff. It creates a lot of unnecessary effort to combine the single register transaction from the split detail. (Side opinion: a CSV should only have raw data. The purpose of a common data format like a CSV or TAB delimited file is to allow manipulation of that data and not attempt to simulate a printed report. Sticking in the header and blank lines just creates noise.)

TIA

John_in_NC

I suspect you have figured out how to print the register directly as a report. While simple, that is indeed big and horsey without any way to suppress expanding splits.

This might not be the simplest method, but it should give you what you want: Go to Reports:Transaction, and you can create one by Account. You can choose what accounts to include, and what columns to show. This will show your (net amount) transactions.



This might be a tad more work initially, but you can build a template off of which you can create similar reports of your liking. You can also export this report to CSV.

richakaye

Hi John,

Thanks for chiming in. Unfortunately, trans by account still includes one row per split.

I can muck about with a CSV but it just seems so unnecessary. I'm pretty sure a basic register report has been standard in QWin for years. It just needs to net the splits into a single line.