Creating Transaction Type Reports

Creating a Transaction Type Report:

1. Select the "Reports" view from the account list.
2. Select the "Transaction Type" button on the top bar.
3. Click the "+" button underneath the reports table on the top left.
4. You can rename the new report by double clicking the new report's name in the "Report Name" column of the table and entering the new desired name.
5. Select the desired "Start Date" and "End Date" for the report.
6. Select the "Frequency" of report under the dates (the "Frequency" refers to how the details of the report will be grouped together).
7. Select whether or not to include transfers in this report using the "Include Transfers" checkbox.
8. Choose the desired "List Style" of the report (Transaction Types with Intervals, Transaction Types with Intervals and Transactions, Transaction Types with Transactions, Intervals and Transactions, or Transactions).
9. Add the account(s) you would like to see information for.
10. Add all the transaction types you would like to see information for.
11. View the results using the options on the "Transaction Type Report" bar in the middle of the screen. You can see all the details of the report in a table, in a PDF view showing what would be printed, or in graph view.

Transaction Type Report Notes and Tips

• You can change the currency for the report by Control clicking the name of the selected report and choosing the desired currency.
• You can change the grouping style for the report by Control clicking the name of the selected report and choosing the desired grouping style (None, Payee or by Category).
• Double clicking a transaction in the "List View" table for a report will go to that transaction in its respective account.
• Transactions shown with an asterix before the date indicate a split transaction.
• The "Untracked" listing will be for all transaction types that are not included in the report's list of transaction types to be reported on and for all transactions that are not listed with a transaction type.
• The table for the report has optional columns that can be shown or hidden. You can Control click the table to display the table's contextual menu with selections for setting the optional columns and column sorting.
• Generated PDFs from the report are based on the columns shown and their sorting (WYSIWYG). Their font and colors for headings and numbers are based on user preferences.
• You can force the generated PDFs to reload by Control clicking the PDF view and selecting "Clear All PDF Reports".
• You can change the PDF layout of transactions to show all transaction info on across two lines by Control clicking the PDF view and selecting "Print All Transaction Info On Two Lines For Report".
• You can also change the type of graph shown (bar or pie chart) by Control clicking the graph view.
• You can export the report to a CSV file using the "Export" button under the reports table on the top left.
• There are several Keyboard Shortcuts making navigating reports easier:
  Raise Report Results View: ⌘ 3
  Lower Report Setup Details View: ⌘ 4
  Show Report Table View: ⌘ 1
  Show Report PDF View: ⌘ 2
  Show Report Graph View: ⌘ 5
  Expand All Report Table Items: ⌘ E
  Collapse All Report Table Items: ⌘ L