Overview

The Category Details Report gives you a breakdown of all of the ledger entries that are associated with a specific category.

How to Open the Category Details Report

1. Click on Bookkeeping
2. Click on the Reports tab
3. Click the Category Details button

How to Use the Category Details Report

To load the ledger entries associated with the category in the desired time frame do the following steps:

1. Select the category under the Select Category header on the left side.

2. Select the desired time frame in the top right

How to View the Total Count and Total Amount

You can view the total count and total amount by looking at the bottom right of the table once the ledger entries have been loaded for a specific category.