Overview

Report #2 provides a detailed summary of all transactions for a specific category across a selected date range.

Steps

  1. From the Main Menu, go to Reports > View All.
  2. In the Category Reports column, select Report #2 – Detailed Category Summary.
  3. Enter the category and the date range.
  4. Click Generate to view the report.

Outcome

A report appears showing all transactions within the chosen category and period.