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PostPosted: Wed Dec 18, 2019 12:18 pm 
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Joined: Fri Apr 05, 2019 4:22 pm
Posts: 13
I have one CBP Accounts Document; it contains several accounts to which I apply both deposits and debits. I use various custom Summaries to show category and subcategory totals, for example my end-of-year tax reports.

Because each Summary only runs on the account in which the Summary was created, I run the same Summary in each account to retrieve my information. It would be useful if a Summary could be applied to multiple accounts; the setup dialog for a Summary could allow user to specify which accounts would be included.

If Summaries cannot apply to multiple accounts, setting up identical Summaries in several accounts would be easier if one could copy a custom Summary from one account to another.

Thanks for considering these.

David Brick
Santa Cruz CA


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PostPosted: Wed Dec 18, 2019 12:54 pm 
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Joined: Mon Jul 20, 2009 8:27 pm
Posts: 296
Location: Norwich, England
Click on "All Accounts" in your side bar and then hit the "Summary" at the bottom. You can set up all sorts of summaries using all accounts.


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PostPosted: Wed Dec 18, 2019 2:03 pm 
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Joined: Fri Apr 05, 2019 4:22 pm
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Thanks, prider! I didn't see that functionality, and appreciate your letting me know about it.


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PostPosted: Wed Dec 18, 2019 2:29 pm 
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Joined: Mon Jul 20, 2009 8:27 pm
Posts: 296
Location: Norwich, England
No probs. Glad to help.


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