transaction by category and show all years on one screen

Craig Sayers

Hello All I am using Reckon Accounts Home & Business 2016. What I am looking for is a report to show a list of all the categories running down the page then also show all the years running across the page. Is it possible? Thanks Craig

Shane_6461899

Hi Craig,

Try Reports > Spending > Spending by Category.  Hide the graph.  Click Customise, on the Display tab, in the Columns drop down box choose Year.  On the Categories tab make sure all your categories are ticked (or just the ones you want to report on).  You will then have a report with the categories down the left, each financial year along the top, and the totals for each category for each year.  Example below.



Hope that helps.

Regards,
Shane.

Craig Sayers

Once I got your reply, it was like a light bulb coming. I feel so silly asking this question. Thanks Craig