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Read the Account Transactions report

Review transaction details for selected accounts and dates.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Account Transactions lets you inspect the entries for the accounts and period you choose.

  1. Open Reports and choose Account Transactions.
  2. Set Date range and select the Accounts to inspect.
  3. Use Columns to choose the detail you need, then select Update.
  4. Review the resulting transaction rows and use pagination for additional results.
Account Transactions with date, account and column filters, Update and a No results state.

The report includes transaction dates, account details and source information. Updating the report refreshes its view; it does not edit a transaction. If No results appears, check the date range and selected accounts before assuming that activity is missing.

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