Step 1: Select View Reports from the Accounts menu in the top navigation.

Step 2: Select the Report Name of the type of report you would like to create from the Report Name list.

Step 3: Select a frequency from the drop-down menu or enter a date rate for the time frame you want to view in the Select Criteria section.

Step 4: Select the Category Type to be included in the report.

Step 5: Select the Taxable Status to be included in the report.

Step 6: Select the account(s) to be included in the report.

Step 7: Click View.

* To filter the report on categories or payees, click on the corresponding button and select the desired category or payee.