I would like to copy and paste into excel a copy of a yearly cashflow by month(so 12 months at once) what is the best way to do this. I am on desktop so can not do API or power query, I know I could use the cashflow report and have 12 comparative columns but when I have to set this report up for many clients this is time consuming. If I have to do custom report I don’t know what to put.if someone could help it would be appreciated
ok in custom reports I can not see to find the cashflow categories. When I go to the guides it says
and cashflows is in the list
but it takes me to this page
I am using desktop version 26.1.11.3168 windows 11 office 365 64 bit
could we please could we have cashflow categories in the custom list to pick from
is generating a cash flow report with comparative months with the default cash flow report not enough?
yes as explained above when I have a few clients it gets a bit tedious