Exclude accounts in reports


New user kicking the tyres. I still haven't been able to find out how to exclude certain income and expense accounts from reporting, specifically PandL. For example, our CC combines a mixture of personal and business expenses. I want to track all expenditure in all categories though eg. groceries (personal) and petrol (business).


  • David M
    David M Member Posts: 97 ✭✭

    Hi Ian

    When you go to produce a report, you will find a "customise" button at the top right hand corner of your screen. It will, amongst other filters, allow you to report by individual category, which will allow you to track all spending, but only report those categories you define as business.