Reports

Discussion List

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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 66 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  2

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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 18 views 0 comments 2 points Most recent by DryHeat March 2025Feature Requests
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Most recent by Max1223 March 2025Feature Requests
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  16

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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 278 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  12

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

  Active Eli 127 views 4 comments 12 points Most recent by mdbnj March 2025Feature Requests
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.7K views 0 comments 10 points Most recent by Coach Natalie February 2025Updates From the Product Team