SEE Finance Help

Index

Duplicating Reports

Duplicating a Report:

1. Select the Reports View by selecting "Reports" from the Account List.
2. Select the type of report you want to duplicate from the appropriate button on the right of the top bar ("Balances", "Cash Flow" or "Investments", "Payee", "Type", "Category" or "Memo").
3. Select the report you would like to duplicate in the reports table on the top left.
4. Click the "Duplicate" button underneath the reports table on the top left.
5. Enter the name for your for the duplicated report in the "Name" text field.
6. Click "Done" to finish duplicating this report and you're done!