Reports

Discussion List

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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 53 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 31 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 77 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests
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  Merged: Transaction Activity of Reports: Show the Split Amount for the Filter (edited)

  Carl274 71 views 0 comments 6 points Started by Carl274 May 2023 Feature Requests
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  Ability to have income transactions using an Expense Category show up in Income Report (edited)

  Active Vulpes 74 views 0 comments 1 point Started by Vulpes May 2023 Feature Requests
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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 463 views 0 comments 1 point Started by Coach Natalie March 2023 Updates From the Product Team