- In Mail, click Forms and highlight Statements.
- Create or open a saved statement parameter.
- Select the General tab, in the Transaction cut off date field select Specific date and enter the end of the year date(12/31/????).
- Select the Details tab and Mark the Combine previous balances into one summary line checkbox.
- In the Summarize before field select Specific date and enter the end date of the prior year specified on the General tab(12/31/????). If the date in number 3 is 12-31-11 then the date here in number 5 needs to be 12-31-10.
- Preview the statement.
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