Reports

Discussion List

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  Duplicate transactions bug

  Answered Cholewi1 15 views 2 comments 0 points Most recent by Cholewi1 12:14AMReport a Bug
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  4

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  Sync Report Filters (Personal/Business) with Account Designations

  Active HerPurposefulPockets 8 views 0 comments 4 points Started by HerPurposefulPockets May 9 Feature Requests
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  How to export or print mobile reports? (edited)

  Answered Mortimer Duke 22 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  Saved Reports: Share your feedback here!

  Announcement Coach Natalie 372 views 33 comments 1 point Most recent by Charles Collins May 8Feedback
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  New Feature Alert: Saved Reports!

  Announcement Closed Coach Natalie 238 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
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  Tax Mapping Transfers?

  Answered Mortimer Duke 15 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transactions missing from Spending report (edited)

  Pat H. 64 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting
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  Net Worth report showing zero on random day (edited)

  DryHeat 21 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting
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  Total Spending report data pre-filtered (edited)

  JSE 29 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Alex K 18 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Transfer categorizes as expense in reports (edited)

  Casablanca 102 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  expense categories with positive transactions are missing from the spending report graph (edited)

  PFNikolai 32 views 6 comments 0 points Most recent by movieman12345 May 3Troubleshooting
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 267 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Active oceandreamer128 1.4K views 61 comments 121 points Most recent by eitanl27 May 1Feature Requests
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  Merged: Customize spending and income dashboard graphs with saved reports

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots April 30 Feature Requests
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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 82 views 4 comments 12 points Most recent by sidewalkboots April 30Feature Requests
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  Split transfers are not being excluded from reports by default (edited)

  Steve M 12 views 1 comment 1 point Most recent by Coach Natalie April 29Troubleshooting
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  MishaM 21 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  DryHeat 43 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Darknight21631 87 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.1K views 66 comments 224 points Most recent by hangingchad April 28Feature Requests
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  3
  Ability to include Transfers in Reports (edited)

  Completed jgold1996 512 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  NavyGolf 22 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  4

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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 11 views 3 comments 4 points Most recent by light April 23Feature Requests
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  119

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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 912 views 37 comments 119 points Most recent by MishaM April 20Feature Requests
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 741 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 11 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 732 views 28 comments 101 points Most recent by JanB April 18Feature Requests
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  Merged: Actual vs Planned

  Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests