Transaction report?

Is there anyway to get a report showing all the transactions I've had for my Christmas category? I know I can hover over that in the budget but I'd like to see all transactions (including purchases I made in previous months). 

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  • Hi RadarsMom !

    When you have a moment, take a look at the Spending Report. If you click on Reports in the upper left hand corner of your budget, you can select the Spending Report, filter by date and then click on the category where you'd like to see the transactions. :)

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  • Thanks. I see that. But again, the best I can see is a pop-up window list of transactions. I'd like to either see a static window listing them, or the option to export (Exporting as CSV doesn't not produce a list). 

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  • Go to the All Accounts view and use the Search feature. Type the name of your category and select "Category: xmas" (or whatever the category name is) from the pop-up menu. That will show you all the transactions. If you need to total them, just select all.

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  • I am also looking for detail to export to excel.  I don't care about totalling anything, I just want a list of all the details that make up the totals transferred to excel.  Is this even possible?  


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    • Hi Orchid Gazelle !

      You can export your transactions and budget in CSV format. To do that, click on the name of your budget in the upper left corner and choose the Export budget data option. This will export all of your transactions for review.

      You can also export your reports, by clicking on the Reports option and then using the Export button on the right hand side of the screen.

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