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is there any way to get a report by transaction, organized by category?

Can you help me get a report which shows items by transaction (income and outgo) organized by category?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You might try Reports > Spending > Itemized Categories and click on Update to Show and Transaction detail
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  • olinrich
    olinrich Member ✭✭
    I can't get mine to work either. I can expand each category, but no way to show all the categories with their transactions
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @rebekahmulder & @olinrich

    I would suggest that you try the following:

    1) Click on "Reports" > "Banking" > "Transaction"
    2) When the "report" opens - choose your date range (which offers a number of options);
    3) Then, in the "Subtotal by:" dropdown - select "Category";
    4) And finally, in the "Sort by:" dropdown - I suggest you use "Account/Date".

    Let me know how that goes and if you have any followups.

    Frankx


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