How to get a six month transaction report listed chronologicallynk accounts

RShaw

How to get a six month transaction report listed chronologically, not by categories and for only one of my two bank accounts.

jacobs

You can do this from your account register or by defining a report. The register approach is very simple:

• Click on the account in the left sidebar
• Pull down the "All Dates" filter above the register to Custom Dates (at the bottom of the drop-down menu) and enter the starting and ending date you want
• Click the Date heading to insure the transactions are sorted in date order. Click it a second time if you want the report in the reverse order.
• Select File > Print (or Command-P), and make sure Transaction Detail is selected in the pop-up menu

This gives you a list of your transactions for just the one account, in date order. But there's a downside: any transactions which have splits will show all the split lines. Since you may not want that, the can instead create a Report...

• Select Reports > Create Transaction Report
• Select Row = Account
• Click Continue to Customize
• Set Date Range to Custom Dates, and enter your desired starting and ending date
• Click on the Accounts tab
• Select "Selected Accounts"
• Click Clear All
• Click on the one account you want included in the report
• Click OK

This will give you a report of all transactions in the selected account during the selected date range, sorted in date order, without showing splits. You can add a column, such as Notes, if you wish, by clicking on View > Columns at the top of the report.