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.