I want to do monthly, automatic, 3-way reconciliation of a trust account. Two of those "3 ways" require customer level ledgers within the trust account and a general ledger of the entire trust account.

For the general ledger, I have a Trust Account in my chart of accounts, but I cannot automatically export a report of all transactions in and out of it and its ending balance.

Second, I would like to be able to filter that specific account by classification (a label I began to use instead of customer), and have that exported to. Having it exported by customer (instead of classification) would potentially work as well.

Export as .csv .xslx would be most helpful, but pdf would be a nice second.