building a custom report

sheria

I made an error when I set up a new credit card. I have a Delta American Express, and a US Bank American Express. When I downloaded the transactions some of the Delta American Express transactions actually went into the US bank account and vice versa.

I now have it fixed but would like to create a report of the 2 credit cards so I can delete the ones that are duplicate. Is that possible?

bmciance

You can create a Transaction report by going to Reports > Banking > Transaction. Then customize it to select the two credit card accounts. When it opens you can then set the sort at the top of the report to "Date/Account". If you have transactions duplicated within the two accounts this may help you identify the duplicates.

Richard Schreyer

Go to the CC register, click on gear icon, click on more reports, click on register report, it should show all transactions

bmciance

You can create a Transaction report by going to Reports > Banking > Transaction. Then customize it to select the two credit card accounts. When it opens you can then set the sort at the top of the report to "Date/Account". If you have transactions duplicated within the two accounts this may help you identify the duplicates.

sheria

Thank you, I believe this is what I need. However can you help me a bit more? I have followed reports/banking/transactions/ and customize report. Specifically - how do I select the 2 credit cards I need ? I see an entire list of all my Payees - but not sure the process of selecting the 2 that I need? I appreciate your help!

bmciance

Click the gear and go to the accounts tab and select only those two accounts