Enhanced Reports: Share your feedback here!

Another defect (not sure if it was mentioned already): Starting date under the total expenses is not the same as the one selected:

I was not able to open the net worth report at all. And I think it would be very helpful for the spending report to open with all categories collapsed. As it is, I had to scroll through lots of individual transactions that I wasn’t interested in, or collapse multiple categories that I wasn’t interested in.

DISREGARD - Someone already brought up the issue. Upvoted.

I noticed that in the new reports (Beta), when you turn them on, you removed a feature that provided excellent visual insight into income and spending trends, which was the "Over Time" graphs.

Was this done on purpose, or is this an oversight? It would be a shame if you end up taking nice features away in an effort to make things better—just my two cents.

Overall, I am liking the new reports as well. Most of my thoughts have all been mentioned in others' comments, but just to reiterate, these are the features I'm liking/disliking so far:

Liking:

• The option to display all categories and the donut graph including all of them and not just the top categories.
• Subcategory reporting appears to be working as I always expected and are "drill-down" instead of them being treated the same as all other categories for reporting purposes.
• Excited that these changes will be applied to mobile in the future as well! I currently don't even bother with the reports in mobile.

Possible Bugs:

• In the spending report, the "everything else" group color in the donut and in the category list don't match (i.e. "everything else" is gray in the list and blue in the donut (same color as the category next to it).
• In the income report, the colors on all/most of the categories don't match in the donut and list (i.e. Employment Income is blue in the list and red in the donut.

Possible Enhancements:

• Ability to resize and manage displayed columns or column order
• Ability to use more complex filters like before (the standard Filter menu isn't flexible enough)
• Add an expand/collapse all (or to a certain tier somehow?)
• Add the option to have no grouping (i.e. grouping = none) so it's more like a traditional transaction list. I know many have said they like the tiered approach/view, but if I'm going to look at details over graphs/dashboard type information, I don't necessarily want to scroll through those extra rows for every use case.
• Ability to save custom report views
• Trend reporting (i.e. stacked bar or sankey style); reports should start at the graphical level and then drill into the details. While I overall like the recently introduced Income & Expense report, I still really want this in graphical form (maybe this is the "over time" reporting mentioned as in the works??)
• Improved date range navigation - for example, a way to look at reports weekly, monthly, quarterly, yearly and scroll back and forth between those periods while retaining the same filters and level of detail. This would be similar to how you scroll month to month in spending plan. It's possible the over time/trend reports could meet this need as long as you can see grand totals, categories, subcategories and transaction details flexibly based on your selection in the charts/graphs. When trying to use the Income & Expense report to do this, you leave the screen to see the transaction detail and have to return to the top and scroll to where you were again.
• As the report graphs continue to improve, add a report dashboard that shows all of the graphs in a quick view with the option to drill into the details on the additional report tabs. I think I'd want this separate from the similar reports on the current dashboard - almost like a data/trend analysis home page that includes spending trends, income trends, net worth trends, cash flow (past & future), possibly spending plan trends. I would want to choose the default timeframe for each report as well as which ones are displayed for me. Being able to select the same base report more than once with different saved views might also be helpful!

Thanks for continuing to improve the system and requesting feedback!

One of my major wish was ability to export networth data over time. This way I feel like it is my data and I have access to my data. Simplifiy made this possible. Thank You!

Few feedbacks -

1. When I extracting networth report, it does not show networth value. It shows breakdown of assets and liabilities. Can we make the excel report as blanket table of data and a pivot like report from that?
2. The month or dates does not show the year.
3. The value does not exist, it shows as num error instead of 0 or something.
4. I just need the raw data as per day and per month. I can create report then. This is what I finally need.

In the Income Report, the Account Column seems to have a character limit and cuts off the name of the account if it is too long. The resizing of the different columns doesnt seem to fix this.

Side Note: The "Show All Categories" LOVE… the everything else category was annoying.

The reason I have $0 for several income fields is because the rule to update a sub category is not working. It is now assigning the parent category instead of the sup category shown in the rule. The income and expenses report works if I manually add the correct category. When will this be fixed?

Any updates on the 0 showing in Income - Expense Report? The problem is I have rules to assign a sub-category and the report it putting all but Interest in the parent category Personal Income. Interest is a sub category but it had tax note. The ones not working are sub categories of Personal Income I created.

In the income report the colors of the pie chart slices do not match the colors of the categories legend.

See attached example. Long term capital gains is red in the pie chart and purple in the legend.

The previous reports page allowed longer Payee and Account names to be viewable. Now I can't see the full names. I try to make the columns wider, but there's a limit to how wide I can make them, which is pretty restrictive.