If you need to review transactions for specific periods (weeky, monthly, quarterly etc) for your company file, you can use the Categorised Summary report to do it.

1. Select Reports > Categorised Summary from the main menu.
2. Enter the date period for the transactions that you need to review. eg:- If you are reviewing transactions for a specific week, enter the beginning and the end of the week as the date range.
3. Select the specific Tag which you want to review the transactions that are saved against, or select All Tags to review transactions saved in all Tags.
4. Select a specific Account or All Accounts from the Accounts list.
5. You can tick the check boxes to list Tags separately and view bank accounts in the report based on your preference.

The Categorised Summary is helpful for you to find any inconsistencies that may have occurred during data entry by a user. For an example consider the scenario below;

1. You want to find whether sales invoices were entered correctly for several transactions that took place last week, you can enter the date period and select the Account the transactions should have been recorded against. After you run the report the transactions may appear under the correct Account but you realise couple of them have incorrect amounts.
2. If some of them don’t show up in the report under the correct Account for the date period, it means either the transaction was not entered into Saasu at all or the transaction details has been entered incorrectly by the user, such as the date or an incorrect Account. Read more about finding missing transactions.