I suggest you ...

Inc/Exp Statement > break down the category balances into more detail

The Inc/Exp Statement report displays the total balance of each category. This request is to break down the category balances and show each transaction that makes up the total balance. We would like the report to continue to show the total balance for each category, but to also include all of the items that make up each total balance. This would be combining the information in the Account Ledger report with the information in the Inc/Expense Statement report.

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    Harrell, Karen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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      • Rademacher, Lori commented  ·   ·  Flag as inappropriate

        Absolutely necessary. Like QuickBooks - we call it drilling down - you have the total for example of property taxes paid - you click on that total and tells you it was from five properties and how much per property. I really need this kind of report to make this program work for me. Or we need to be able to run a detailed report for Profit and Loss Statement.

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