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Transactions

The Transactions screen displays all general ledger transactions across all accounts and all periods. This comprehensive view is useful for finding, filtering, and summarizing your transactions.

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Adminยท5 March 2026ยท1 min read

Accessing Transactions

To access the Transactions screen, navigate to the Summary tab.

Then click the Transactions button in the bottom-right corner of the screen.

Customizing Your View

Use the Edit Columns button to specify which columns should be displayed in your transaction list.

For more information, see: Edit columns

Use Advanced Queries to filter, sort, or group your transactions by predefined parameters.

For more information, see: Advanced Queries

Exporting Data

You can use the Copy to clipboard button to copy transactions to an external spreadsheet program such as Excel for further analysis.

For more information, see: Copy to clipboard