Is It Possible to create reports for just one bank account?

ToneMGMT · 18 May 2015 10:14

Hi there,

I have multiple bank accounts in quickfile. Is it possible to create reports - for example balance sheet, P&L for just the one account?

This function would be very useful to me

Thanks

Glenn · 18 May 2015 10:22

This is not possible I’m afraid.

P&L reports don’t involve bank accounts as they are accrual codes, it covers invoices raised and received.

I’ve not known a balance sheet to be isolated to a single bank account, I don’t think it would be possible to balance it?

ToneMGMT · 18 May 2015 14:55

Is it possible with just one bank account to isolate that account and generate any reports from it? I’d like to generate a report monthly showing money coming in and out of that account for starters, Export that as a PDF

Thanks

Glenn · 18 May 2015 16:50

You could create a custom report and chart any changes in the balance using the following simple formula (1200 is the nominal for the current account).

You could add multiple series to a single chart for all your bank accounts if you like. You can then change the reporting range and the dimensions e.g. daily, weekly, monthly.