I appreciate you for joining this thread, Castle.
I've got a workaround you may consider doing to get the data you needed on the report. What I can suggest is to pull up the Transaction Detail by Account. Then, customize it to show the expense transactions, and then export the report to Excel. From there, delete all transactions that are linked to a customer/project. Please follow these steps:
- Go to the Reports menu, then search and select Transaction Detail by Account.
- Click the Customize button. From the General section, make sure that the Report period is set correctly. Proceed to the Filter section.
- On the Transaction Type drop-down, select the expense transaction types.
- In the Account drop-down, mark the accounts you'd like to be included in the report.
- Tap Run report.
Then, export the report to Excel.
Also, I suggest sending feedback to our developers to help them know what's best for your business. Here's how:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions. Then select Next to submit feedback.
If there's anything else I can do for you @Castle, let me know by leaving a comment below. I'm always here to help. Have a nice day!
