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| Printing a summary for multiple accounts https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=546 |
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| Author: | Wayne Dreier [ Wed Jun 04, 2008 7:49 pm ] |
| Post subject: | Printing a summary for multiple accounts |
I just started using Checkbook Pro and thought I understood that I could somehow create a report for several accounts. Here's an example: I have each CD as a separate account in Checkbook. I would like to print a month end report of the interest credited to each one and totaled for all of them. I know how to do it for each one separately - how do I group them to print one report? I can't find any choices in the report setup which allows me to choose the accounts I want included. |
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| Author: | sellib [ Sat Jun 07, 2008 4:23 pm ] |
| Post subject: | Re: Printing a summary for multiple accounts |
I showed up here with pretty much the same question. I also cant figure out how to create a summary report across multiple accounts. |
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| Author: | keithg [ Thu Jun 19, 2008 2:04 pm ] |
| Post subject: | Re: Printing a summary for multiple accounts |
CheckBook Pro will let you summarize all Accounts at the same time but it does not provide a way to choose an arbitrary group of Accounts to summarize. The All Accounts Summary also does not yet provide subtotals per Account, so getting a separate totals for interest earned won't work without some tinkering to somehow make the original To/From, Description, Type or Category unique for each. To get a Summary of all Accounts select All Accounts in the Accounts drawer, then click on Summary at the bottom of the window. Printing from there should get you a hard copy of the same data displayed in the window. |
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| Author: | Wayne Dreier [ Sat Jun 21, 2008 5:54 am ] |
| Post subject: | Re: Printing a summary for multiple accounts |
keithg wrote: CheckBook Pro will let you summarize all Accounts at the same time but it does not provide a way to choose an arbitrary group of Accounts to summarize. The All Accounts Summary also does not yet provide subtotals per Account, so getting a separate totals for interest earned won't work without some tinkering to somehow make the original To/From, Description, Type or Category unique for each. To get a Summary of all Accounts select All Accounts in the Accounts drawer, then click on Summary at the bottom of the window. Printing from there should get you a hard copy of the same data displayed in the window. Thanks Keith As usual, I figured it out to be exactly as you describe above just a few minutes after I sent my post. No big deal not being able to select the accounts to summarize. It might be a nice feature to consider sometime when you have nothing else to work on. posting.php?mode=quote&f=3&p=1733&sid=0e85a51176081c30760424a72fbaedd6# |
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| Author: | sellib [ Sun Jul 27, 2008 1:00 pm ] |
| Post subject: | Re: Printing a summary for multiple accounts |
keithg wrote: CheckBook Pro will let you summarize all Accounts at the same time but it does not provide a way to choose an arbitrary group of Accounts to summarize. The All Accounts Summary also does not yet provide subtotals per Account, so getting a separate totals for interest earned won't work without some tinkering to somehow make the original To/From, Description, Type or Category unique for each. To get a Summary of all Accounts select All Accounts in the Accounts drawer, then click on Summary at the bottom of the window. Printing from there should get you a hard copy of the same data displayed in the window. Lol. Just getting back to my post here... I didnt even see the "All accounts" line on the right side of the screen. DOH! |
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