Account transactions report - Option to group by MONTH
Account Transactions report - add functionality to group by MONTH so that there is a visible break between the data / transactions shown between (for example) January 2026 and February 2026 (if the report is run for the period 1 January 2026 to 28 February 2026 in this example).
Deon van der Merwe
shared this idea
Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
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Nadine Hyslop
commented
Yes to this! When pulling reports I would like to see it be sort by 'month' not sort by 'date' which does absolutely nothing to sort the report, actually separates it a lot more.
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Maddison Bryant
commented
I love the overall budget format and its breakdown of most account items, but would love to do it for all accounts and for the last financial year, or even the year before that, to understand spending for other items not listed within the budget, like owner drawings and owner-introduced funds. To be able to complete the account transactions report by month, it can be quite targeted rather than the full report and give the picture required