DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bank statements monthly view


#1

I would like to know if there is an option to print bank statement month-wise or if all reports can be exported to excel so we can sort them as required.


#2

If your date format is dd/mm/yyyy, you can use search box in top-right corner to search for mm/yyyy which will give you bank transactions only for particular month. For example, for January 2015, you would search for 01/2015.

In future, there will be more advanced filter options. For the time being, you can also click on the Export button in bottom-right corner which will export all transactions to spreadsheet format.