Saved Reports: Share your feedback here!
Comments
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@Jenny T , thanks for your feedback. For most of my liability accounts, the interest expense is posted on the payment account, so that's not an issue. But I do have a few manual liability accounts that have expense associated with them. One example is expense accruals I post each month for property tax (paid annually but choose to reflect 1/12 of the expense each month). While it's not ideal for income/expense transactions posted in Liability accounts to not appear in the Income/Expense report, I think even worse is that users aren't made aware and thus could have an inaccurate Income/Expense report without knowing it (i.e., potentially understating expenses). The workaround is simple (change the account type to Asset) if users are aware.
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Saved Reports is now live to all users!
-Coach Natalie
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Hi - I've been using for a couple of week as a beta tester. Created about 6 reports I use regularly. When you name the reports and want to rename them, the rename sticks on the horizontal tabs. But the same report on the right vertical menu version changes for the session but keeps reverting back to the original name after the session closes. Really good though now I can send reports to my tax accountant like I used to in desktop quicken.
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