Using Reports

Discussion List

• 
  Why is not net income available on the dashboard?

  N4KHQ 25 views 4 comments 0 points Most recent by N4KHQ July 1
• 
  How are you all sharing meaningful reports with spouses outside of the app?

  Closed tylertervooren 36 views 3 comments 0 points Most recent by KP_9 June 27
• 
  Day by Day Net Worth Tracking on Reports

  Closed dsiroin10 17 views 1 comment 1 point Most recent by Coach Jon June 26
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  Why is Net Worth ignoring new debt transaction?

  Answered ✓ Closed UghJustLetMeReadNow 52 views 3 comments 0 points Most recent by UghJustLetMeReadNow June 18
• 
  Reports: Improve time frames & show totals over the selected time period

  Closed BlueGrits 31 views 1 comment 4 points Most recent by Coach Jon June 11
• 
  Why does the "Net Income" report not match spending report "Available"

  Closed DANK 85 views 10 comments 0 points Most recent by Coach Jon June 10
• 
  Report by category

  Closed simplira 96 views 12 comments 0 points Most recent by RobWilk June 7
• 
  Is Reports missing on web version?

  Answered ✓ Closed YvonneG 40 views 3 comments 0 points Most recent by YvonneG June 3
• 
  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 78 views 3 comments 0 points Most recent by Coach Jon May 21
• 
  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 72 views 8 comments 0 points Most recent by Coach Natalie May 21
• 
  How to include transaction date in downloads?

  Closed year10k 68 views 7 comments 0 points Most recent by DannyB April 11
• 
  Make Reports filtering easier

  Closed dsa157 25 views 1 comment 1 point Most recent by Coach Natalie April 1
• 
  Report showing current (and anticipated) spending vs. monthly income

  Answered ✓ Closed santoshamb 47 views 3 comments 0 points Most recent by santoshamb April 1
• 
  budget (spending plan) to actual dollars spent - how to run a report

  Closed Read 34 views 1 comment 0 points Most recent by Coach Jon March 26
• 
  Income and Expense Reports (edited)

  Closed wolgies6 76 views 1 comment 1 point Most recent by UrsulaA March 19
• 
  Issue with Reports older than 5 years (edited)

  Closed Bgz 260 views 19 comments 0 points Most recent by Bgz March 14
• 
  Reports for Taxes (edited)

  Closed Benny Banken 109 views 3 comments 0 points Most recent by Coach Jon March 11
• 
  Savings filters

  Closed rdenove 25 views 1 comment 0 points Most recent by UrsulaA March 6
• 
  Month-to-current-date total spending

  Answered ✓ Closed santoshamb 51 views 3 comments 0 points Most recent by RobWilk February 29
• 
  Any update on transaction splits not appearing in reports according to their split categories?

  Answered ✓ Closed RKM 48 views 2 comments 0 points Most recent by RKM February 28
• 
  Filters for Reports

  Answered ✓ Closed GP123 24 views 1 comment 0 points Most recent by Coach Kristina February 27
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  Issue with Incorrect Historical Account Balance Data

  Closed amross 162 views 4 comments 0 points Most recent by Coach Natalie February 27
• 
  Merged: Uploading Apple card transactions not working

  VAM 11 views 0 comments 0 points Started by VAM February 16
• 
  Excluding accounts from net worth

  Closed Icabica 63 views 1 comment 0 points Most recent by UrsulaA February 9
• 
  Net Income graph should always start at zero

  Closed bjubes 23 views 1 comment 0 points Most recent by ajbopp February 1
• 
  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 23 views 2 comments 0 points Most recent by zeroskatr512 January 27
• 
  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 79 views 2 comments 0 points Most recent by stuarto January 25
• 
  Organize my net worth accounts by highest/lowest balances

  Answered ✓ Closed mohnjoon 23 views 1 comment 1 point Most recent by Coach Kristina January 21
• 
  Why is Spending Report not showing last few days of this month

  Closed RockLee 22 views 0 comments 0 points Started by RockLee January 21
• 
  How to get Transaction Notes to show up under Reports -> Transaction Activity

  Answered ✓ Closed cycler15 80 views 2 comments 0 points Most recent by cycler15 January 17