Anyone know if it is possible to produce a report (CSV/Excel) that shows all account details eg banks, loan accounts, credit cards etc to show the account numbers, sort codes, account name and ideally the current balances?
Thanks
Hi @Vistaro
I don’t think there is one that will show sortcodes/account numbers but if you’ve added them to the account names then the balance sheet will give you the accounts and the current balances
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