Enhanced Reports: Share your feedback here!
Comments
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I was testing out the Early Access features and notice they (currently) change the appearance and export results from the Reports section. I am specifically interested in exports from the spending view. I like them better than Transaction's exports because they cleanly break out split transactions. Also one critical thing i like of this export is the ability to show the "recurring" flag. This allows you to re=create the spending view split of income bills and everything else. Since bills and subs (recurring) can span many categories you reallpy need the flag.
That said if i enable Early Access the transaction view changes on the spending reports page (fine) but the export is totally different (huge problem).
This is early access so who knows what it will look like in the final update this is my petition to keep the current export format intact.
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@ThatManUKnow, thanks for sharing your feedback with the Community!
I have merged your post with the official feedback thread for the Beta Reports testing so it can be reviewed by our product team.
-Coach Natalie
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@mdleighty, thanks for letting us know about this!
Since what you reported appears to be unique to the Beta Reports, I have merged your post with the official feedback thread for the Beta Report testing. I would consider the inconsistent alignment to be more of a bug than a feature request, and our product team will review this thread to determine what enhancements can be made.
I hope this helps!
-Coach Natalie
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Here is some more information on my previous 3 post about zeros in the income-expense for certain transactions subcategories. I previously added several subcategories to personal income. About 1.5 months ago the rules started recoding Personal Income instead of the subcategory for all the subcategories I had added. Early Access was on but I had not Switched to Try Beta. The Try Beta did not change anything. The subcategories that came by default still work fine. I have not seen this problem in the expense part of the report. I edited the categories to be main categories and waiting to see if the rule works correctly for the next transaction.
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It seems you can't do this kind of report in the Enhanced Reports (see below).
Spending, over time, broken down by month, with or without a filter.
Below is an example of the old report. The new spending tab does not allow you to break down over time.
Thanks!
Ron
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I didn't read through the whole thread, so don't know if this was covered already - -
The resizable (shrinking) columns for the entire row worked really well to pull it back..
But now I cannot seem to increase any individual column width…. And the columns are now kind of all bunched up on the left half of my screen
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Rob Wilkens - RobWilkens.com0 -
the spending report is lacking the "overtime" option which is the view i use.
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Did not read through everything, but an important thing needs to be here:
The ability to save custom column selections across reports.
In my case, I have a bunch of transactions, for example, marked "Amazon" but seeing the notes field would help remind me what specifically the transaction was about.
The alternatives is for me to put the descriptions in the Payee names, but that makes auto-filling the payee more difficult later.
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Rob Wilkens - RobWilkens.com0 -
IMO, in the spending tab, the rows should be collapsed by default. Its too cluttered if you have many nested layers.
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Spending report doesn't allow adding Notes or Tags columns.
For now, I'm turning off Beta as this is a critical feature for my workflow.
I spend more time in the Spending report than I do on the Transactions page. (The Reports page lets me adjust column size so I can actually see all of the Payee and Category columns. It also lets me export every transaction that meets my criteria without having to go down and click the expand button a dozen times.)
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Generally the update in the Beta Reports is good, but we've lost the ability to download raw data. Like in expense reports, you now can download by various categories, but it downloads a formatted report, not the raw data - which makes using the downloaded data almost impossible to manipulate in a spreadsheet. Also, if you download by tags, the categories are missing the parent category (once again, since this seems to always happen with updates). I would hope that before this goes live, that we have some way to download just the data, and not some report.
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- Kindly show a Sangkey style visualization for Income and expenses. It's so intutive and Monarch's killer feature - so easy to copy.
- Reports have <$1 transactions. Lot of cognitive load, with little value - allow hiding along w Decimals.
- Add Investment tab or fold into savings to show increase in brokerage account balanaces → which are not captured in any report except net worth - which includes retirement and assets
- Allow bulk collapse and expand by levels to better navigate table scrolling
- Tax tab - did not make much sense for me, but could be my information.
Recently used it for 2025 analysis and these were the insights.
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