Nancy: There is no way to get the bank's running balance in the balance column when using the restricted view. When restricting, the balance is the running balance of the transactions in the view. So, if you are looking at a restricted view, the account starting balance is ignored, and the balance at the top of the view before accounting for the first transaction is 0.00. This may seem odd at first, but it allows you to see the net of all tranactions of a specific type or types. For example, I can quickly see how much I spent on food in the last 4 years, or how much I took out of the ATM this month. The category summary only works if your transactions contain category info. There is also a box which controls whether or not cleared transactions are included in category summaries. You might have better luck with the Credit/Debit summary. Rob >>> nstevens@xxxxxxxxxx 12/20/07 12:55PM >>> Now can anyone tell me how to use the restrict by date, and still have the bank balance appear. Also I'm still having trouble using the category summary with all accounts accept the personal account. Maybe all of you who use jaws know this command but I just learned that if I type the letter c on an internet page I can more quickly find the accounts information. It works to. Thanks for all the help. Nancy _____ From: moneytalks-bounce@xxxxxxxxxxxxx [mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Gary Wunder Sent: Thursday, December 20, 2007 7:08 AM To: moneytalks@xxxxxxxxxxxxx Subject: [moneytalks] Re: 2008 start I keep all of my transactions from past years but when it comes time to do my taxes, I create a duplicate copy called 2006.mtf and then delete from it all transactions before and after that year. In this way I have the best of both worlds - searching all activity at any time for my account, but being able to create subsets for special purposes.