Reports

Discussion List

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  How are you all sharing meaningful reports with spouses outside of the app?

  Closed tylertervooren 143 views 3 comments 0 points Most recent by KP_9 June 2024Using Reports
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  Spending Plan not matching Spending by Month Report

  Closed Christaaay 32 views 1 comment 0 points Most recent by Coach Jon June 2024Troubleshooting
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  Reports: New Graphs & Info

  Closed BlueGrits 23 views 1 comment 3 points Most recent by Coach Natalie June 2024Feedback
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  Merged: Add Notes field to report by category drill down

  DavidB 1 view 0 comments 1 point Started by DavidB June 2024 Feature Requests
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  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Active UrsulaA 81 views 4 comments 8 points Most recent by djweizle June 2024Feature Requests
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  Merged: Save Report Settings

  cadenza 1 view 0 comments 1 point Started by cadenza June 2024 Feature Requests
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  Why is Net Worth ignoring new debt transaction?

  Answered ✓ Closed UghJustLetMeReadNow 67 views 3 comments 0 points Most recent by UghJustLetMeReadNow June 2024Using Reports
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  Report displays NaN for subgroup total when expenses are offset by income

  Closed bike 11 views 2 comments 0 points Most recent by Coach Natalie June 2024Report a Bug
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  Merged: Line Graphs in Reports (edited)

  Guffyaw 11 views 0 comments 5 points Started by Guffyaw June 2024 Feature Requests
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  Reports: Improve time frames & show totals over the selected time period

  Closed BlueGrits 31 views 1 comment 4 points Most recent by Coach Jon June 2024Using Reports
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  Merged: Spending Plan Report

  bost.05 1 view 0 comments 1 point Started by bost.05 June 2024 Feature Requests
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  Why does the "Net Income" report not match spending report "Available"

  Closed DANK 141 views 10 comments 0 points Most recent by Coach Jon June 2024Using Reports
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 32 views 1 comment 4 points Most recent by mrchin932 June 2024Feature Requests
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  Report by category

  Closed simplira 142 views 12 comments 0 points Most recent by RobWilk June 2024Using Reports
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  The readability of the "Total net income" can be easily improved

  Closed Jacob Demian 14 views 1 comment 0 points Most recent by Coach Natalie June 2024Feedback
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  Merged: Transaction Notes Visible in Reports

  RoyMath 1 view 0 comments 1 point Started by RoyMath June 2024 Feature Requests
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  Is Reports missing on web version?

  Answered ✓ Closed YvonneG 79 views 3 comments 0 points Most recent by YvonneG June 2024Using Reports
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  Merged: Show Flags and Notes in Reports

  Max1223 1 view 0 comments 1 point Started by Max1223 June 2024 Feature Requests
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  Savings Goals Report (edited)

  Closed kwalley73 11 views 1 comment 1 point Most recent by Coach Natalie May 2024Using Savings Goals
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  Net Worth report needs to have option to show delta over time vs absolute

  Closed flintster_99 11 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
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  How do I add accounts to the Reports > Savings tab

  Answered ✓ Closed jkidd22 33 views 2 comments 0 points Most recent by jkidd22 May 2024Categories and Tags
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 86 views 3 comments 0 points Most recent by Coach Jon May 2024Using Reports
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  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 113 views 8 comments 0 points Most recent by Coach Natalie May 2024Using Reports
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  Networth report is not wrong. Does not match correct dashboard value

  Closed Another Stephen 141 views 12 comments 0 points Most recent by Another Stephen May 2024Report a Bug
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 51 views 2 comments 1 point Most recent by Coach Jon May 2024Report a Bug
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  Merged: Add split capabilities to recurring transactions and bills, or entire categories.

  JCS 11 views 0 comments 2 points Started by JCS May 2024 Feature Requests
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  Historical spending by category

  Closed matthawk7 45 views 2 comments 1 point Most recent by DannyB May 2024Getting Started
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  Simple analysis added to Reports (edited)

  Active chae1020 34 views 1 comment 2 points Most recent by chae1020 May 2024Feature Requests