Report Capability

[mabraxton12]

HI,

I have already setup a new account with beginning opening deposit check for Estate Account. How do I show this original deposit amount on any transaction reports that also shows withdrawals. Current reports only show ending balance.

In addition to the ending balance; I would also like to see the beginning new account deposit as well on any report that shows beginning deposit, expenses & ending balance.

Any suggestions would be greatly appreciated.

Best,
mabraxton12

[RLebeau]

I'm not quite sure I understand what you are looking for. What kind of report are you trying to run, and what do you want to include in its output? Can you provide an example?

One thing you might try is adding a Tag to the deposit, and then including that Tag in the report.

[mabraxton12]

Thank you for your response. I found out that in order to show initial deposit in reports - I had to enter deposit information in account after initial setup with date and remove initial deposit that was originally setup during initial new account setup.

Best,
mabraxton12