← Share and support customer ideas for Xero Settings and activity 1 result found Reports - Group account transactions by month 4 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 1 comment · For small businesses » Business features · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Chad Cole commented · 12 September, 2023 · Edit… · delete… Hi Kate, Currently the "Grouping/Summarising" area has a date area which will group by exact date. However, a more relevant grouping method would be by Month, in which you can then quickly analyse the Running balance for the relevant month/s being analysed. Save Submitting... Chad Cole supported this idea · 12 September, 2023
Chad Cole
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Hi Kate,
Currently the "Grouping/Summarising" area has a date area which will group by exact date. However, a more relevant grouping method would be by Month, in which you can then quickly analyse the Running balance for the relevant month/s being analysed.