Question on the Category Summary by Month Report (Q Mac)

cjh1915

Oftentimes, when I enter a transaction, I enter something in the Notes column for future reference; however, when I run the report and then click on the details of a category, the Notes don't appear. Is there any way to customize the report so the Notes appear in the details?

Thank you in advance.

RickO

There sure is. With the details report showing, click the View button, then columns (or just right click on any column header). This lets you add the Memo/Notes column to the report, as well as several other available columns. If you save the report, the column setup will be remembered. This also applies to any of the Transactions reports.

cjh1915

Thank you, worked perfectly!!