Creating Memo Reports
Memo reports allow you to track transactions using memos across accounts of your choosing and over the time period of your choice. Creating Memo reports is easy, just follow the steps below.
Creating a Memo Report:
- Select the Reports View by selecting "Reports" from the Account List.
- Select the "Memo" button on the top bar.
- Click the "+" button underneath the reports table on the top left.
- 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.
- Select the desired "Start Date" and "End Date" for the report.
- Select the "Frequency" of report under the dates. This "Frequency" is for listing comparative time intervals within the report's date range when using some List Styles.
- Select whether or not to include transfers in this report using the "Include Transfers" checkbox.
- Choose the desired "List Style" of the report (Memos with Intervals, Memos with Intervals and Transactions, Memos with Transactions, Intervals and Transactions, or Transactions).
- Add the account(s) you would like to see information for.
- Add all the memos that you would like to see information for. You can choose from several options for the matching style of how to match memos to transactions (Contains, Equal To, Like, Begins With, and Ends With).
- View the results using the options on the "Memo 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.
Report Formatting "List Style" Option Information:
- "Memos with Intervals" - The report's information is formatted as memo listings with time interval information based on the report's "Frequency" setting.
- "Memos with Intervals and Transactions" - The report's information is formatted into memo listings with time interval information based on the report's "Frequency" setting and lists the transactions for each memo and time interval.
- "Memos with Transactions" - The report's information is formatted into payee listings and lists the transactions for each memo.
- "Intervals and Transactions" - The report's information is formatted into time interval listings based on the report's "Frequency" setting and lists the transactions for each time interval.
- "Transactions" - The report's information is formatted as a single list of transactions based upon the report's settings.
Memo Report Notes and Tips
- Accounts marked to "Hide Balance" are not included in reports.
- Using the "Like" matching style allows you to use wildcard characters. The "?" character is a wildcard that will take the place of any single character and the "*" character is a wildcard will take the place of any number of multiple characters.
- 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, Transaction Type, 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 asterisk before the date indicate a split transaction.
- The Table List View 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 in the Table List View (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 or PDF 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 List View: ⌘ 1
Show Report PDF View: ⌘ 2
Show Report Graph View: ⌘ 5
Expand All Report Table Items: ⌘ Right Arrow
Collapse All Report Table Items: ⌘ Left Arrow
See also
Reports
Creating Balance Reports
Creating Cash Flow Reports
Creating Investment Reports
Creating Payee Reports
Creating Transaction Type Reports
Creating Category Reports
Deleting Reports
Duplicating Reports
Keyboard Shortcuts
List of Reports & Budgets Topics