Report Bank Account Balances by Tag

Options
Jeff Hancock
Jeff Hancock Member ✭✭
edited October 2023 in Reports

I have a single bank account I use to escrow funds for various purposes. I use a tag to denote the purpose for each inflow and outflow. Is there a report that would group the transactions by tag so I can reconcile each of my escrow funds?

1
Up
1 votes

Reviewed · Last Updated

Comments

  • QWinUser
    QWinUser Member ✭✭✭✭
    Options

    @Jeff Hancock - I think you can group transactions by tag by simply choosing "Subtotal by: Tag" -

    image.png

    For any report that allows it, you can choose "Tag" as a search or grouping option. There is also a "Cash Flow by Tag" report available -

    image.png

Categories