CROSS ACCOUNT TRANSFERS Sometimes we want to drill down into the details. Other times, we want to take a step back and look at the big picture. These two reports do that. The Account Report summarizes the transactions for all accounts in the case. The Cross Account Transfers summarizes the inter-account transactions that we saw…Read More
SELECTIVE FORMATTING Wouldn’t it be great if you could highlight transactions based on content? Selective Formatting lets you select transactions based on relevant criteria in any field. I often use it to highlight debits and credits over $1,000. Note that you have a choice of 16 colors for the font and 16 colors for the…Read More
DESCRIPTION GROUPING Earlier, I showed you how Pattern Manager can isolate individual payees. However, there may be instances where the payee’s name is not exactly the same every time. For example, Insurance Company of America might also appear as Ins Co of America. Or there may be OCR errors from the conversion to Excel that…Read More
BALANCE OVER TIME Would it be helpful to have a visual represention of all account transactions over time? You could quickly see any unusually large debits or credits and drill down to the detail of the transactions. The Balance Over Time feature displays a graph of the account balances over the history of the account. It…Read More
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