Charity funds and bank accounts

[banjo_mark]

Hi, I see that this has been touched on before but not really resolved. I am working with a charitable organisation that has 3 types of income / expenditure:
Unrestricted - any use
Restricted - Specific use
Designated - For specific projects

The charity only wants to have 1 bank account but needs to know at any time the balances of each of the above categories. I can see that I can create the 3 bank accounts but is there a way to view a sum of these accounts for reporting purposes?

I hope this makes sense.
Mark

[QFSteve]

Hello Mark

The easiest way would be to create a custom report. for the range of bank accounts

Reports > Custom Reports

Here is an example

This report gives a consolidated figure for 1200 -1205

It can then be run for a date range and you can change the detail (days/weeks/months)