Reports

Discussion List

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  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Most recent by DEA3 September 2023Feature Requests
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Most recent by pawebb August 2023Feature Requests
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 62 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  Merged: Spending Report should allow for (rolling) average as well as sum

  tnixon42 1 view 0 comments 1 point Most recent by tnixon42 July 2023Feature Requests
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  Merged: Default Net Worth Report to Last 12 Months

  jsy42 11 views 0 comments 3 points Most recent by jsy42 July 2023Feature Requests
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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 64 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  3

  Up Down
  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 34 views 0 comments 3 points Most recent by noone June 2023Feature Requests