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Create a Register Report in Microsoft Money
Customize the Account Transactions Report in Microsoft Money

By Shelley Elmblad, About.com

Do you need to print an account register from Microsoft Money? You can customize the Account Transactions report in Microsoft Money to create a register report for one account, with a running balance. This report can be printed.

  1. Click on the Reports tab at the top of Microsoft Money.

  2. Click on Account Transactions under Income and Expense Reports

  3. Click on Customize and select these options:

    • Rows and Columns - These settings are optional. Select Memo, Cleared status and Category if you want to see any of these in the printed register.

    • Subtotal by - Select Accounts

    • Running Balance
      • Select Start with zero if you run a report to cover all dates.
      • Select total of prior transactions if you will be printing the report for a specific date range.

    • Chart - View as report

    • Date - Select a preset date range, or specify dates between From and To. To use this report to compare to a printed bank statement, enter the date range the bank statement covers.

    • Account - Select the account(s) you are reporting on. If you have multiple accounts in Microsoft Money, click Clear All before selecting the account you want to report on.

    • Category - Click on Select All to be sure all categories are selected.

    • Payee - Click Select All

    • Text - Leave blank

    • Details
      • Types: Choose all types
      • Status: Reconciled and unreconciled

    • Amount - Leave blank

    • Fonts - Adjust to your preference

  4. Save this report to reuse the settings in the future. Click on Add to my favorite reports on the left and name the report to save it.
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