Reporting annual receipts

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Q: I need to show receipts for last year receipts for this year. How do I go about it?

 

A: On the Transactions tab view (the far right tab), go to Summary Options and click the "Receipts by Payment Method" button.  Then go back to Summary Options and select "Yearly" for the Summ-by.  Then go to More Filters, and select either "This Year" or "Last Year" from the Dates list (or any custom dates if you prefer).

 

If you prefer to view the receipts according to the income category, use "Receipts by Category" instead (version 3.5 recommended, earlier versions did not have this report or did not report it in the correct categories some times, since it's an interpolated report).

 

 


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