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There is also an option to run a Funds Report Summary Report which is a simplified listing giving a single-line summary of operations for the period chosen.
Technical information (work in progress)
For an Allocated Equity account (Fund or Project) to show on the Funds report it must:
- Have a balance for the period selected, OR
- Have activity for the period selected, even if the Closing Balance is $0, OR
- Be assigned in the Fund field on one or more Income or Expense accounts
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