Examining report details

Use QuickZoom to drill down into report data, making it easy to analyze transactions behind totals, subtotals, and other summarized values. QuickZoom allows you to navigate seamlessly between reports and your transaction register, helping you identify discrepancies, track spending, and review financial trends in greater detail.

View transaction details from a report

1. Open a report from the Reports tab. If you need help finding a report, see [Finding and viewing reports].

2. Click an amount in the report:

   • If the amount represents a single transaction, clicking it will open the transaction directly in the account register, allowing you to review or edit it as needed.

   • If the amount is a subtotal, total, or other combined value, clicking it will open the Details view, displaying a list of all transactions contributing to that value.

Using QuickZoom to analyze financial trends

• Identify spending patterns: Drill into category subtotals to see specific transactions contributing to major expenses.

• Verify income sources: Click on an income total to confirm payment deposits and track sources.

• Check for errors: If a report balance looks incorrect, use QuickZoom to find missing or miscategorized transactions.

• Tax preparation: Use QuickZoom in Tax Reports to confirm deductible expenses and ensure all relevant transactions are included.