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About minireports

  1. Open the account register that contains transactions with the payee or category you want to report on.
  2. Depending on the type of minireport you want to run, select either the Payee or Category field in the transaction you want to work with.
  3. Click the minireport buttonto the right of the selected field.
    • To create a category minireport in a split transaction
  4. Click the down arrow to select a date range from the predefined list. (Optional)
  5. Where they are available, click the blue hyperlink(s) to examine specific transactions included in the report.
  6. Click the Show Report button to view additional detail or to customize the report display. (Optiona)
    The Show Report button is not available for minireports that are accessed from graphs.


More about payee minireports

More about category minireports

How can I use minireports?

What's the difference between the average and monthly average amounts?

How do I clean up my data so that my minireports are more useful?