Chart Organizer option should not only be linked to the type of financial statement

I want to create a customized report that is not tied to the the type of financial statement.

For example, I want to create a report with the row having beginning fund balance plus revenue minus expense equals ending fund balance. So it will be a mix of balance sheet, net assets and income statement in the same row. Maybe even allow me to create groups of accounts to choose. Chart organizer will not allow me to do this. Also, the reporting doe not allow me to choose the name of the row. I wish chart organizer and reporting were put together so I can do it all in one place as


  • Benjamin James
  • Dec 21 2023
  • No Status
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