Reports

Discussion List

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  Total Spending report data pre-filtered (edited)

  Closed JSE 53 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 56 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Transfer categorizes as expense in reports (edited)

  Closed Casablanca 139 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 373 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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  123

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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Active oceandreamer128 2K views 61 comments 123 points Most recent by eitanl27 May 1Feature Requests
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  Merged: Customize spending and income dashboard graphs with saved reports

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots April 30 Feature Requests
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  12

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 92 views 4 comments 12 points Most recent by sidewalkboots April 30Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  Closed MishaM 26 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  Closed DryHeat 86 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Closed Darknight21631 142 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 553 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  Closed NavyGolf 23 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  4

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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 26 views 3 comments 4 points Most recent by light April 23Feature Requests
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  121

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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 1.1K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1.1K views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  1

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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 12 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
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  103

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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 866 views 28 comments 103 points Most recent by JanB April 18Feature Requests
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  Merged: Actual vs Planned

  Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests
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  What happened to Spending by Month Report? (edited)

  Closed elishearn 83 views 4 comments 0 points Most recent by elishearn April 17Using Reports
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 651 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  10

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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 91 views 4 comments 10 points Most recent by cloud April 17Feature Requests
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 369 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
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  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 42 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
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  14

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  Add a Report for Transfers (edited)

  Active ajbopp 202 views 10 comments 14 points Most recent by EL1234 April 12Feature Requests
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  Is there a report for transfers?

  Answered ✓ Closed Lee Springer 41 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Report on a PROJECT

  Answered ✓ Closed TexNolan 54 views 4 comments 0 points Most recent by TexNolan April 11Business Reports
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  2

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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 53 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  194
  Saved Reports [edited] (13 Merged Votes)

  Completed Closed paleosteve 3.1K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.1K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests