reports

Is it possible to obtain a list of transactions associated with a cash account, including the running balance for each transaction?

Yes you can obtain a list of transactions associated with a cash account, including the running balance for each transaction. Here’s how:

  • Go to Reports on the left sidebar.
  • Select Account Transactions report under Accountant.
  • Click Customize Report at the top of the page.
  • Select + Add Filters under Advanced Filters.
  • Specify Account is in as the criteria and choose the desired Cash Account.
  • Click Show/Hide Columns to include the running balance.
  • Choose Running Balance from the list and move it to the Selected Columns.
  • Click Run Report.
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