Run the Category Activity report

The Category Activity report gives you a full picture of how your ledger accounts change over time.

It lists every category, along with the opening, closing, debit and credit balances for the dates you choose. This help you confirm that your accounts are accurate.

1. Go to Reports and select All reports.
2. Select Category Activity.
3. Choose a period from the Period dropdown, or select Custom to enter your own date range.
4. If required, select More, then choose a Type or Category.
5. Select Calculate.
   
   NOTE:

   To view details of a transaction, simply select the relevant entry line, then choose Back on your browser to return to the report. 

Print or export the report

To export specific ledger accounts, select the checkbox next to the relevant one then choose Export Summary or Export Detailed

• Export Summary includes; Category code, ledger name, type, opening and closing balances, total debits and credits
• Export Detailed- includes; Everything in the summary report, as well as a breakdown of all transactions posted to that category

Create or edit a ledger account

Set up financial year, accounting dates and VAT

Allow pop-ups when printing