Group or summarize transactions on a new report

Set how transactions are grouped on a new report, or summarize grouped transactions into one line.

You can also group and summarize accounts on the new financial reports such as the Profit & Loss and Balance Sheet, but the process is different.

  1. Open the report.
  2. Click Report Settings.
  3. Select your preferred grouping or summarizing options from Layout.

    Image of user clicking Layout dropmenu and selecting Summarise By....


    • Standard for no grouping.
    • Group By... to list transactions by your selected variable
    • Summarize By... to display sum totals only for your selected variable
  4. Click Update.

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