Treasurer's Report

Question

Hi -

I have been using the transaction report to create my current Treasurer's Report and then export to Excel, but then I have to regroup all the Income and Expenses (in Excel) as well as create explanations as I don't see a way to use the Categories and Tags for that purpose.  I'm trying to simplify the process. Please advise if anyone has any ideas!

Thanks!!

Boatnmaniac · Answer

The Itemized Categories report will show all of the individual transactions.  It will also show the Memo Field for each transaction so those memos you enter into the transactions will also be visible.  I have found this report to be perhaps the most useful one for my needs....well, maybe the most useful one outside of the Tax Reports.

Gustogal · Answer

Income & Expense by category seems to total like expenses and incomes, and I need to identify individual transactions.

I will look into the Reports > Spending > Itemized Categories Report and let you know if that is helpful.

Gustogal · Answer

Thanks Tom, the memo field is helpful, but maybe I'll need to tweak the customization further. Thanks for the response!