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PostPosted: Mon Aug 01, 2016 1:49 pm 
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Joined: Sun Jul 31, 2016 8:21 pm
Posts: 5
I would like to be able to easily use a summary report created in one account in another account, but can't see any way to simply copy the summary criteria. Is there a way to do this I'm missing? As it is, I have to take a screen shot of the criteria, and then reproduce it in the other account. It works, but is a pain.

Checkbook 2.5.7 (212)
OS X 10.11.6


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PostPosted: Mon Aug 01, 2016 2:55 pm 
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Joined: Mon Jul 20, 2009 8:27 pm
Posts: 303
Location: Norwich, England
Hi,

You might try going into the summary section while you have "All Accounts" selected then create your summary, being sure to tick the "Style" as "Entry Details" and group by Account. Seems you would then have a custom summary report grouped by each of your accounts. Don't know if this is what you envision, but might be a work around for you, since there is no way that I have found to duplicate a report in one account and move it to another.

Good luck!


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PostPosted: Mon Aug 01, 2016 3:02 pm 
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Thanks prider, but I think "All Accounts" is a Checkbook Pro feature that's not available in regular old Checkbook. At least, I don't see an "All" choice anywhere.


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PostPosted: Mon Aug 01, 2016 3:20 pm 
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Location: Norwich, England
Oops. Sorry. That is listed at the top of the accounts sidebar. I keep forgetting there are two versions of CB.


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PostPosted: Mon Aug 01, 2016 8:15 pm 
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:lol: :lol:
No problem!

prider wrote:
Oops. Sorry. That is listed at the top of the accounts sidebar. I keep forgetting there are two versions of CB.


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