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Transactions by Account

ยท 3 min read
Monica Burian
Chief Product Officer at Fiskl

We're thrilled to announce a powerful new addition to Fiskl's reporting suite: the Transactions by Account report! This feature is designed to revolutionize how you view and analyze your financial data, especially if you're managing multiple currencies.

What's New: Transactions by Account Reportโ€‹

The Transactions by Account report offers an unprecedented level of detail and flexibility in tracking your financial activities. Here's what makes it special:

๐ŸŒ Comprehensive Multi-Currency Supportโ€‹

  • Triple Currency View: See transaction amounts in original currency, account currency, and your base accounting currency - all in one place!
  • Detailed Breakdown: View gross, net, and tax amounts for each transaction across all currencies.
  • Exchange Rate Tracking: FX rates are included for easy currency conversion monitoring.

๐Ÿ” Unparalleled Transaction Detailโ€‹

Get a granular view of your finances with information on:

  • Transaction types
  • Client/vendor details
  • Categories
  • Descriptions
  • Tax rates
  • And much more!

๐Ÿ› ๏ธ Customizable to Your Needsโ€‹

  • Flexible Account Selection: View all accounts or focus on specific ones.
  • Date Range Options: Analyze transactions over any time period you choose.
  • Accounting Method Toggle: Switch between cash and accrual views with ease.
  • Customizable Columns: Tailor the report to show exactly what you need.

๐Ÿ“Š Enhanced Analysis Toolsโ€‹

  • Summary vs. Detail Views: Get a high-level overview or dive deep into the details.
  • Balance Display Options: Show or hide opening and closing balances for each account.
  • Empty Account Handling: Option to hide accounts with no activity for cleaner reports.

๐Ÿ“ค Easy Export Optionsโ€‹

Share your insights or dig deeper into your data by exporting to Google Sheets or Excel.

Why You'll Love Itโ€‹

  • Perfect for Multi-Currency Businesses: Gain clear insights into how currency fluctuations affect your bottom line.
  • Simplified Reconciliation: With all transaction details in one place, reconciling accounts becomes a breeze.
  • Deeper Financial Insights: Analyze your financial health across all accounts and currencies with unprecedented detail.

Getting Startedโ€‹

Ready to explore this powerful new feature? Head to Accounting > Reports in your Fiskl dashboard and select Transactions by Account. Customize your report, and unlock new insights into your business finances today!

We can't wait to hear how the Transactions by Account report enhances your financial management. As always, we're here to support you every step of the way. Happy reporting!


Have questions or feedback? We'd love to hear from you! Reach out to our support team or leave a comment below.