Description Report

2017-01-10_1148


The “Description Report” subtotals your transactions by your Descriptions or Payees.

This report removes your Description column and displays your Tags Column. You can use the Totals Only Button and all Filters, and Date Ranges are available to you for this report. A shortcut to this report is clicking on the Description column header within a Transaction Report. It’s also sortable by ascending or descending dates by clicking on the Date Column Header.

You can click on the Date Column header to switch between ascending date and a descending date report. You can also get this report by clicking on the Account Column Header on a standard Transaction Report.

And like the Transaction Reports, this report also supports many different features. See the Interactive Report Preview for more information.

If you end up generating a report that you will use over time, save it by clicking on the User Report button.

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