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.