How to View a Chart of Category Accounts Report

Overview

The Chart of Category Accounts report displays your bookkeeping information organized by Category Accounts and Categories. This information can be helpful when analyzing your income and expenses.

How to View a Chart of Category Accounts Report

Go to the Bookkeeping component
Click on the Reports tab
Click the button labeled Chart of Category Accounts under the Printable heading
Select the time frame for the report
Click the Save button

How to View the Detailed Chart of Category Accounts Report

Go to the Bookkeeping component
Click on the Reports tab
Click the button labeled Detailed Chart of Category Accounts under the Printable heading
Select the time frame for the report
Select the report format of either html or csv by clicking on the Save As button
Click the Save button