Reports

Discussion List

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  5

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  Don't reset the Date Range selection in Reports when navigating away (edited)

  Active ps56k 60 views 4 comments 5 points Most recent by RobWilk October 2023Feature Requests
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  Merged: Enhanced Transaction Splits: Linking Individual Components to Recurring Reminders

  EDR 1 view 0 comments 1 point Started by EDR October 2023 Feature Requests
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  Android update 4.13.0 on 10/26/23 completely broke most reports (edited)

  Closed wkh 75 views 4 comments 0 points Most recent by wkh October 2023Report a Bug
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  Merged: Android update 4.13.0 on 10/26/23 completely broke spending report (someone else's post)

  RobWilk 1 view 0 comments 0 points Started by RobWilk October 2023 Report a Bug
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  Merged: Allow for Customization of Columns on Transaction Activity in Reports

  DTR 1 view 0 comments 1 point Started by DTR October 2023 Feature Requests
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  Merged: Add "All Time" as a Date Range option for Reports (edited)

  chadv 31 views 0 comments 2 points Started by chadv October 2023 Feature Requests
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  Merged: Add "By account" as a Reports "Breakdown" option.

  SugarHBear 1 view 0 comments 1 point Started by SugarHBear October 2023 Feature Requests
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  Top spending details view should show more categories

  Closed dbk 32 views 1 comment 0 points Most recent by Flopbot October 2023Feedback
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  3
  Mobile App: Ability to move between Reports without returning to Dashboard (edited)

  Completed Closed simplij 41 views 2 comments 3 points Most recent by Coach Natalie October 2023Feature Requests
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  7

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  Keep Date Range in sync between the different Reports (edited)

  Active Eli 83 views 3 comments 7 points Most recent by Coach Natalie September 2023Feature Requests
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  BUG: Column Selection Fails to do anything on Spending Plan Transaction Activity (edited)

  Closed RobWilk 174 views 16 comments 0 points Most recent by RobWilk September 2023Report a Bug
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  When will net worth report be fixed to honor excluded accounts?

  Answered ✓ Closed DEA3 313 views 15 comments 0 points Most recent by SRC54 September 2023Using Reports
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  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Started by DEA3 September 2023 Feature Requests
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  Problem with the Net Worth Report and Investment Accounts (edited)

  Answered ✓ Closed DEA3 646 views 6 comments 0 points Most recent by DEA3 September 2023Using Reports
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  Excluded Investment Transactions still calculated in Reports (edited)

  Closed DavidB 55 views 5 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  How can I exclude an entire category from reports?

  Answered ✓ Closed ender 697 views 2 comments 2 points Most recent by Coach Natalie August 2023Managing Your Transactions
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  7

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 64 views 1 comment 7 points Most recent by Coach Natalie August 2023Feature Requests
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  Save Reports

  Closed papermuffins 220 views 1 comment 3 points Most recent by Coach Natalie August 2023Feedback
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  Custom reports?

  Answered ✓ Closed perkin-warbeck 429 views 1 comment 1 point Most recent by Coach Natalie August 2023Using Reports
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  All investment accounts/transactions excluded from reports?

  Answered ✓ Closed pkp 235 views 6 comments 0 points Most recent by SRC54 August 2023Using Reports
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  Transactions from ignored accounts are displayed and calculated in Reports (edited)

  Closed kevinliu0331 82 views 8 comments 1 point Most recent by Coach Natalie August 2023Report a Bug
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  I can not understand why you can not print reports

  Closed S.Scott 26 views 1 comment 0 points Most recent by Coach Natalie August 2023Feedback
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 52 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  is there a way to display or print a report with more than 9 categories and...

  Answered ✓ Closed BeeeTeee 106 views 2 comments 0 points Most recent by Coach Natalie August 2023Using Reports
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  Should I exclude or include transfers to G-kids custodial accounts?

  Answered ✓ Closed DannyB 55 views 3 comments 0 points Most recent by DannyB August 2023Using the Spending Plan
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  July Final Percentages

  Closed DannyB 55 views 2 comments 2 points Most recent by DannyB August 2023Share your Success!
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  Backdate manual accounts for the Net Worth Report? (edited)

  Answered ✓ Closed Apr627 184 views 2 comments 0 points Most recent by DannyB August 2023Using Reports
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  How do I make a profit and loss report

  Answered ✓ Closed Kevin K 271 views 3 comments 2 points Most recent by Coach Natalie July 2023Using Reports
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  Default end date for Reports on web app stuck on July 4?

  Closed pkp 42 views 8 comments 0 points Most recent by Coach Natalie July 2023Report a Bug