Income report for multiple accounts

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Alden, MI UMC
Posts: 5
Joined: Wed Dec 23, 2020 5:41 pm

Income report for multiple accounts

Post by Alden, MI UMC »

I've been running several different account activity reports so income in different accounts. I'm trying to create a custom report that will show all of the different accounts on one page. I have figured out how to get the list of accounts, but I can't figure out how to get it to show just the income, instead it show the "actual" for the month. For example: ministry shares shows an actual of $260. I can see from the account activity that we brought in $460, but paid out $200. I want to show the $460, but I don't see an option for "income" in the custom reports. I'm only just starting to play around with them and it seems most of the guides are spent on the people part and not the financials part.

Anyone have any ideas of how I can fix this?

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Re: Income report for multiple accounts

Post by Zorak »

The custom reports in Fund Accounting can only report on monthly account balances. The report you are looking for isn't possible, unfortunately.

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