Reports

Savings Report by Account Breakdown: Linked Account Balances show $object object

Closed UrsulaA 111 views 7 comments 0 points Most recent by UrsulaA March 2024Report a Bug

Dashboard and Top Spending Categories don't match

Closed Max1223 40 views 6 comments 0 points Most recent by UrsulaA March 2024Troubleshooting

Transfer Series Exclusion Discrepancy

Answered ✓ Closed suL33T 66 views 5 comments 0 points Most recent by suL33T March 2024Report a Bug

Merged: Monthly Summary History

brad08 1 view 0 comments 3 points Started by brad08 March 2024 Feature Requests

Merged: Add Notes column to transactions in the Reports section

James-0401 11 views 0 comments 1 point Started by James-0401 March 2024 Feature Requests

Mobile app, total spending, "Everything else"

Closed RobWilk 51 views 8 comments 1 point Most recent by UrsulaA February 2024Report a Bug

Merged: Ability to apply custom title/label/name in front-end UI to colored flags

aolafsson 1 view 0 comments 3 points Started by aolafsson February 2024 Feature Requests

Any update on transaction splits not appearing in reports according to their split categories?

Answered ✓ Closed RKM 56 views 2 comments 0 points Most recent by RKM February 2024Using Reports

Filters for Reports

Answered ✓ Closed GP123 22 views 1 comment 0 points Most recent by Coach Kristina February 2024Using Reports

Recurring Bill Series: Updating Series not Updating Individual Transactions

Answered ✓ Closed bdjekel 123 views 3 comments 0 points Most recent by bdjekel February 2024Troubleshooting

Merged: Reports: Snakey Diagram

JR35683 11 views 0 comments 1 point Started by JR35683 February 2024 Feature Requests

1

Net Worth Report: Add sort feature to sort Debt by high to low

Active jaiv 31 views 1 comment 1 point Most recent by Coach Natalie February 2024Feature Requests

Merged: Reports Page - Customize Columns

ljohnsontd 1 view 0 comments 1 point Started by ljohnsontd February 2024 Feature Requests

Spending Report Transactions (some) Not Showing up

Closed swiederin 31 views 3 comments 0 points Most recent by UrsulaA February 2024Troubleshooting

Historical Balance Import not working for loans

Closed UrsulaA 112 views 6 comments 1 point Most recent by Coach Natalie February 2024Report a Bug

9

Add an option for "Select All" and "Select None" when using Filters (edited)

Active Rkg 56 views 2 comments 9 points Most recent by Tim23 February 2024Feature Requests

Excluding accounts from net worth

Closed Icabica 82 views 1 comment 0 points Most recent by UrsulaA February 2024Using Reports

Clicking on a month from the 'Spending' Dashboard card should open the Report to that month (edited)

Closed RockLee 161 views 12 comments 7 points Most recent by UrsulaA February 2024Report a Bug

Merged: Save Custom Reports

brad_bell 1 view 0 comments 1 point Started by brad_bell February 2024 Feature Requests

reports are all incorrect

Closed laura k 31 views 4 comments 0 points Most recent by laura k February 2024Report a Bug

2

Include number of transactions in Spending Report (on screen and/or tooltip)

Active tkdennis 21 views 1 comment 2 points Most recent by UrsulaA February 2024Feature Requests

2

Integrate a Credit Card Billing System into Reports (edited)

Active kgladstone 22 views 0 comments 2 points Started by kgladstone February 2024 Feature Requests

Reports

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