You can then configure a series of rules that define which accounts are included in the report: To limit the report to certain accounts based on dynamic criteria, choose this option from the popup menu button. When no accounts are checked, all accounts are included in the report. If you want to limit the report to certain accounts, choose this option from the popup menu button and check off the accounts you want to include. Using the popup menu at the top of the screen, choose one of the following options and configure its settings accordingly:īy default, new Income & Expense reports include all accounts, whether or not they are hidden. This screen lets you define the scope of the report by choosing which accounts are included. iBank will ask what type of report you want:Ĭhoose "Income & Expense," then click "Next" to continue. Create an Income & Expense reportĬlick the plus (+) button on the toolbar and choose "Add Report," or choose Tools > Add New Report. iBank's Income & Expense report includes pie charts that show breakdowns of your income and expenses by category, a bar graph that shows your spending over time (cash flow), and a table of income and expense totals by category. It is the easiest way to track trends in specific categories, and to see if you are earning more than you spend in a given period of time. The Income & Expense report type is used to analyze the cash that flows in and out of your accounts based on the categories assigned to your transactions. Report Types: Income & Expense How do I use the Income & Expense report?
0 kommentar(er)
