Report account totals by banK?

#6 01-12-2006, 10:28 PM

In microsoft.public.money, Dick Watson wrote:

- quote -

> Are you in Advanced Reports or Essential Reports? If Advanced, look to the
> left when you have a report up for the word customize. If Essential, change
> to Advanced.

Ahhh. I did not realized that Essential lacked a Customize button.

#5 01-12-2006, 09:54 PM

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Rex B wrote:
> > K, I give up. I've looked all over the program options and I cannot see
> > how to make a custom report, or modify one of the canned reports.
> > > All I want is an accounts totals list by banking institution.
> Go to Reports. Look in the left column.
> To get a bigger selection,
> Reports-> ChangeReportSettings-> SwitchFromEssentialToAdvancedReports

Ah, I wondered what that was good for.

- quote -

> You probably want to consider the Account Balance report to start.
> Customize(left column). Explore the various tabs. Account is the one
> you want for sure. Clear all, then enable just the ones you want.
> Apply or OK.
> If you get it the way you want, right-click into the modified
> report. AddToFavorites. Choose an appropriate name.
> Repeat as desired.
> Then Customize-> Reset to restore the report to its original state.

Thanks, I'll work on that.

Rex

#4 01-12-2006, 09:45 PM

In microsoft.public.money, Rex B wrote:

- quote -

> K, I give up. I've looked all over the program options and I cannot see
> how to make a custom report, or modify one of the canned reports.
> All I want is an accounts totals list by banking institution.

Go to Reports. Look in the left column.

To get a bigger selection,
Reports-> ChangeReportSettings-> SwitchFromEssentialToAdvancedReports

You probably want to consider the Account Balance report to start.
Customize(left column). Explore the various tabs. Account is the one
you want for sure. Clear all, then enable just the ones you want.
Apply or OK.

If you get it the way you want, right-click into the modified
report. AddToFavorites. Choose an appropriate name.

Repeat as desired.

Then Customize-> Reset to restore the report to its original state.

#3 01-12-2006, 09:38 PM

Are you in Advanced Reports or Essential Reports? If Advanced, look to the
left when you have a report up for the word customize. If Essential, change
to Advanced.

"Rex B" <rex[at]wmautomotive.com> wrote in message
news:11sdkd0oc8rvdcd[at]corp.supernews.com...
- quote -

> OK, I give up. I've looked all over the program options and I cannot see
> how to make a custom report, or modify one of the canned reports.

#2 01-12-2006, 09:01 PM

OK, I give up. I've looked all over the program options and I cannot see
how to make a custom report, or modify one of the canned reports.

All I want is an accounts totals list by banking institution.

Rex

Rex B wrote:
- quote -

> Cal Learner-- MVP wrote:
> > In microsoft.public.money, Rex B wrote:
> > > > Money 2006
> > > I have 12 accounts set up under one banking institution, others under
> > > 2 more banks.
> > > How can I print account totals for just that bank?
> > > > > What you could do is to customize a report to include only the 12
> > accounts. You could save that as a favorite with its own Title. View
> > it with Favorites-> FavoriteReports. Then you could Reset the
> > original report.
> I did not know I could customize a report.
> I will look into that, thanks
> Rex

#1 01-12-2006, 08:12 PM

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Rex B wrote:
> > Money 2006
> > I have 12 accounts set up under one banking institution, others under 2
> > more banks.
> > How can I print account totals for just that bank?
> What you could do is to customize a report to include only the 12
> accounts. You could save that as a favorite with its own Title. View
> it with Favorites-> FavoriteReports. Then you could Reset the
> original report.

I did not know I could customize a report.
I will look into that, thanks

Rex

01-11-2006, 08:59 PM

In microsoft.public.money, Rex B wrote:

- quote -

> Money 2006
> I have 12 accounts set up under one banking institution, others under 2
> more banks.
> How can I print account totals for just that bank?

What you could do is to customize a report to include only the 12
accounts. You could save that as a favorite with its own Title. View
it with Favorites-> FavoriteReports. Then you could Reset the
original report.

#-1 01-11-2006, 08:13 PM

Money 2006
I have 12 accounts set up under one banking institution, others under 2
more banks.
How can I print account totals for just that bank?

--
- -
Rex Burkheimer
WM Automotive
Fort Worth TX

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