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| Clever ways to create single summary from two accounts? https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=7086 |
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| Author: | lloydpdx [ Fri Sep 12, 2025 11:50 am ] |
| Post subject: | Clever ways to create single summary from two accounts? |
Checkbook Pro 3: I have a checking account and a credit card account from which I'd like to collectively summarize expenditures. Any clever ways you've discovered, using folders or smart folders, to either combine the data temporarily and create a date range summary by category, or otherwise create a single summary across two accounts? (I have several other accounts, otherwise I would use "All Accounts") Thanks! |
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| Author: | Allan W. [ Wed Oct 01, 2025 12:14 pm ] |
| Post subject: | Re: Clever ways to create single summary from two accounts? |
There are a number of ways to have just two Accounts included in a Summary. The easiest option would be to select the All Accounts option, create an all new Summary, click the menu button toward the top of the Summary options sheet labeled "Accounts", click the circle beside where it says "The following Accounts", then uncheck all but the two Accounts you want included. After that, click OK and anything pertaining to the Accounts you unchecked will be excluded. |
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