Reports

Discussion List

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  Net Worth Report: List the account table by columns (edited)

  Active BHazeltine 12 views 1 comment 1 point Most recent by Coach Natalie October 2024Feature Requests
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  summary report of total spending by payee for the year

  Closed easbeck 46 views 1 comment 1 point Most recent by Coach Jon October 2024Using Reports
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  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 90 views 2 comments 3 points Most recent by Cavein October 2024Using Reports
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  Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L

  Closed techdan 46 views 1 comment 2 points Most recent by Coach Natalie October 2024Feedback
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  Add a Report for Other Spending (edited)

  Active opie 28 views 2 comments 2 points Most recent by opie October 2024Feature Requests
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  Save a link to a Report (edited)

  Closed jdreddaway 14 views 1 comment 0 points Most recent by Coach Jon October 2024Feedback
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  Income statement by month

  Closed Nicki 22 views 1 comment 0 points Most recent by Coach Jon October 2024Using Reports
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 14 views 2 comments 2 points Most recent by pst October 2024Feature Requests
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  Graph button on Reports->Net Income page cases a blank graph

  Closed RockLee 25 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Net Worth Report dates

  Closed lwyman 31 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Mobile App “top spending” does not show sub category breakdowns

  Closed wkh 56 views 6 comments 0 points Most recent by wkh October 2024Report a Bug
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  Creating Rules at the Report Level?

  Closed andyqq99 62 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
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  Net Worth Report does not show liabilities

  Closed bridgex6 222 views 33 comments 1 point Most recent by Coach Natalie October 2024Troubleshooting
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  Notes checkbox in Report and Watchlists do not remain "on" or "checked"

  Closed Max1223 33 views 3 comments 0 points Most recent by Coach Jon September 2024Troubleshooting
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  Merged: Percentages in the Reports Section graphs (edited)

  Closed EDG 1 view 0 comments 1 point Started by EDG September 2024 Feature Requests
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 55 views 2 comments 0 points Most recent by maxtheinvest September 2024Using Reports
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 13 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 1 view 0 comments 1 point Started by frangkee September 2024 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 31 views 2 comments 1 point Most recent by Coach Jon September 2024Using Reports
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  Merged: Reports: Save the Date Range setting based on what was last used (edited)

  Closed Zk80221 21 views 0 comments 4 points Most recent by UrsulaA September 2024Feature Requests
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  Creating Reports / Using Tags

  Answered ✓ htc630 51 views 3 comments 0 points Most recent by htc630 September 2024Using Reports
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Closed Technomutt 124 views 15 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Way to track warranty and export warranty report

  Closed BadgerHat 12 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 23 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Most Requested Report Features

  Closed UrsulaA 121 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
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  101
  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed Closed TheNigerianPrince 1.1K views 50 comments 101 points Most recent by Coach Natalie September 2024Feature Requests
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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 99 views 2 comments 6 points Most recent by UrsulaA August 2024Feature Requests
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  Merged: Comprehensive Report Export

  jochs 1 view 0 comments 1 point Started by jochs August 2024 Feature Requests
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  Sub Categories in Reports and Saved Reported (edited)

  Closed Mountain Boy 39 views 1 comment 3 points Most recent by Coach Natalie August 2024Using Reports
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  Manual account balance is incorrect (edited)

  Closed Morey Chang 453 views 36 comments 0 points Most recent by Coach Natalie August 2024Troubleshooting