Reports

Discussion List

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  Merged: Add a Net Worth Chart to the Dashboard

  RobWilk 221 views 0 comments 44 points Started by RobWilk March 2023 Feature Requests
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  6
  Add a Net Worth Report [edited] (2 Merged Votes)

  Completed Closed lanewinfield 1.1K views 60 comments 6 points Most recent by DannyB March 2023Feature Requests
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  New Feature Alert: Net Worth Report

  Closed Coach Natalie 462 views 0 comments 1 point Started by Coach Natalie March 2023 Updates From the Product Team
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  4
  Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

  Completed Closed Thatalexsilver 117 views 6 comments 4 points Most recent by Coach Natalie March 2023Feature Requests
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  0
  Have Net Worth Report graph update daily with linked Investment Accounts (edited)

  Completed Closed matt00 72 views 2 comments 0 points Most recent by Coach Natalie March 2023Feature Requests
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  19
  Need some detail in the Net Worth report

  Completed Closed sabrinablue 598 views 10 comments 19 points Most recent by Coach Natalie March 2023Feature Requests
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  Merged: Spending Over Time Per Category Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp March 2023 Feature Requests
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  Merged: Show Sub-Categories in Spending Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  Merged: Reports - Spending Plan Projection

  drlegran 1 view 0 comments 1 point Started by drlegran January 2023 Feature Requests
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests