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Reports

 

Home Accountz has many predefined views for a quick reference:

  • All Transactions
  • Cleared (reconciled)
  • In Error
  • Including Deleted
  • Last 7 Days
  • Next Month (based on your automated transaction forecast)
  • This Month
  • Uncleared (unreconciled)

You can also create and customise any view in Home Accountz. For instance, you can create a report for your self-assessment tax return by simply entering a date range. Once you create a view, this becomes part of a drop-down menu where you can select it again in the future without having to re-create it. You can then choose to export the data as CSV, or print it as a PDF directly from the built in document designer.

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