Report Bank Account Balances by Tag

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?

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  • QWinUser
    QWinUser Member ✭✭✭✭

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

    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 -