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Hi, Mark.
Thanks for chiming in on this thread and sharing your concern about reports. I'll ensure you'll be able to pull up the Transaction Detail by Account report and see the details you need.
With just a few clicks, you'll be able to see the report and modify it to show the subtotal by category. I'll show you how to do it:
- Go to the Report on the left menu.
- Enter the name of the report on the search bar.
- Click Customize.
- Tick the Rows/Columns and Filter dropdown.
- Check the box for Amount, Transaction type, and Account.
- You may also add other customization filters according to your needs.
- Click Run report to save the changes.
Moreover, I'll be adding again these handy resources that can further help you in your future tasks with reports:
If there's anything else you'd like me to clarify about reports, let me know, and I'll help you in any way I can. Keep safe always.