Reports

Discussion List

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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 3 points Most recent by bethimusprime November 7Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 26 views 3 comments 1 point Most recent by RobWilk November 7Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 40 views 8 comments 1 point Most recent by RobWilk November 7Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 94 views 16 comments 5 points Most recent by RobWilk November 7Feature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 901 views 49 comments 97 points Most recent by RobWilk November 5Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.8K views 122 comments 223 points Most recent by juli7 November 5Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 397 views 49 comments 0 points Most recent by DryHeat November 4Report a Bug
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  RobWilk 47 views 7 comments 0 points Most recent by Coach Natalie November 4Report a Bug
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  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 3 Feature Requests
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  Portfolio Report

  Adanac 15 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.5K views 68 comments 175 points Most recent by Mountain Man November 3Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 57 comments 198 points Most recent by modtx November 1Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 41 views 4 comments 0 points Most recent by UrsulaA October 28Early Access User Feedback
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.3K views 46 comments 86 points Most recent by Bernardo October 27Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.8K views 63 comments 210 points Most recent by Coach Natalie October 27Feature Requests
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  Option to hide unused Expense Categories in the Taxes Report (edited)

  cyberstackn 23 views 2 comments 3 points Most recent by Coach Natalie October 23Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 819 views 41 comments 32 points Most recent by rabate October 18Feature Requests
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 146 views 15 comments 13 points Most recent by Coach Natalie October 15Feature Requests
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  Advanced Filters not working in the Income & Expense Report

  System 27 views 4 comments 0 points Most recent by Coach Natalie October 15Feedback
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  tom_casey 14 views 1 comment 0 points Most recent by Coach Kristina October 11Feedback
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  Help with counting transfers as income (edited)

  z1r 73 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
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  Income & Expense Report: Share your feedback here!

  Announcement Closed Coach Natalie 1.4K views 143 comments 0 points Most recent by Coach Natalie October 10Feedback
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 37 views 2 comments 5 points Most recent by SRC54 October 9Feature Requests
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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 76 views 10 comments 3 points Most recent by Coach Marcus October 8Feature Requests
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 220 views 30 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Reports using Tags bug or unexpected behavior

  Max1223 111 views 8 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 58 views 7 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Year over year Monthly Reports

  Closed DCDaveC 17 views 1 comment 3 points Most recent by Coach Natalie October 6Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 32 views 3 comments 3 points Most recent by Coach Natalie October 3Troubleshooting
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 39 views 4 comments 6 points Most recent by Jenny T October 3Feature Requests