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August 6, 2023
Question

How do I get information like a general ledger from my transaction data?

  • August 6, 2023
  • 1 reply
  • 0 views
My categories are not giving me any detail on transactions

1 reply

August 6, 2023

Thank you for reaching out to us. I understand that you are looking to obtain information similar to a general ledger from your transaction data. Could you please provide more details about what specific information you are seeking? This will help us better understand your requirements and assist you accordingly.

 

In the meantime, I recommend running a transaction detail report to obtain a comprehensive breakdown of your transactions. This report will provide you with detailed information about each individual transaction, including dates, amounts, accounts involved, and any additional relevant details. Once we have a clearer understanding of your needs, we can explore further options to assist you.

 

For future reference, here's a great resource that you can check: Run Reports.

 

If there's anything else you need help with in running reports, please let me know. I'd be happy to answer it for you. Have a great day!