Moneybook Summary Reports

Is there a way to generate a summary of the money book? Our executive committee should have a summary of our troop’s financial condition on a monthly basis without the detail of each individual member’s balance.

Hi @AaronLadd1,

You can get a summary of what the money book is filtered to (or not filtered to if you just want everything) by clicking on “csv” in the top right corner.

Then you will have a detailed csv file of the information in the money book.


David Keener