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  1. Account Transactions Report - Running Balance calculation

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    10 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback here, community.

    Right now the way the running balance in the Account Transactions report works is that it shows a cumulative balance for each account group.

    The report must include the Debit and Credit columns for the running balance to work.

    It's based on the chronological order of transactions when the report first loads. So if you sort by another column, click Update to refresh the running balance.

    We appreciate the difference in how you'd like this calculated here, but want to be upfront this isn't something we have plans to change at present.

    We're keeping a close eye on interest around this way of calculating here If there is any plan made we'll let you know.

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    Astrid Arnold commented  · 

    Edit the layout of account transaction reports (custom reports) or customise it so that the expenses ("Spend money") get subtracted from the income ("Receive money"). This would make custom reports endlessly more useful as they would show what profit or loss there is for each custom report.

    Astrid Arnold supported this idea  ·