Create a New Report

1. Rest the cursor on the Balance Reporting option and then click Create Reports. The Create Reports screen appears.

2. Click the New button.

3. Check the boxes for the desired accounts in the Available Accounts table.

4. Check the boxes for the desired transactions in the Available Transaction Categories table. (You can also check Select All to check all the boxes, or uncheck it to clear all boxes.)

5. Enter a Name and a descriptive Title.

6. (Optional) Check the Favorite Report (default) box if you want the Account Summary function to use this report as its main display setting.

7. Click the Add button.