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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?

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Accepted answers

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.

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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

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