Frequently Asked Questions

How do I group a set of accounts so that I get a subtotal on reports?
Last Updated a year ago

Summary accounts are accounts that are used to calculate a total for the accounts that are directly under it and are not used for entering transactions. You can specify summary accounts to group a set of accounts together. On many reports this will result in a subtotal being produced for the summary account that is the total of all of the accounts that are directly under it.

You can create as many summary accounts as you need and can use the "Organise" facility on the accounts screen to quickly move the order of summary accounts and normal accounts to get the order that you require on your reports.

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