Reports

Discussion List

• 
  How are you all sharing meaningful reports with spouses outside of the app?

  Closed tylertervooren 79 views 3 comments 0 points Most recent by KP_9 June 27Using Reports
• 
  4

  Up Down
  Ability to ignore 'pending' transactions from Reports (edited)

  Active pkp 197 views 9 comments 4 points Most recent by nuskab2000 June 27Feature Requests
• 
  Spending Plan not matching Spending by Month Report

  Closed Christaaay 36 views 1 comment 0 points Most recent by Coach Jon June 25Troubleshooting
• 
  Reports: New Graphs & Info

  Closed BlueGrits 29 views 1 comment 2 points Most recent by Coach Natalie June 25Feedback
• 
  Merged: Add Notes field to report by category drill down

  DavidB 6 views 0 comments 1 point Started by DavidB June 22 Feature Requests
• 
  8

  Up Down
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Active UrsulaA 82 views 4 comments 8 points Most recent by djweizle June 21Feature Requests
• 
  40

  Up Down
  Ability to Exclude Criteria in Reports/Inverse Filter Criteria (edited)

  Active JMP 392 views 12 comments 40 points Most recent by Max1223 June 20Feature Requests
• 
  84

  Up Down
  Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

  Active oceandreamer128 815 views 40 comments 84 points Most recent by ghud June 20Feature Requests
• 
  Merged: Save Report Settings

  cadenza 4 views 0 comments 1 point Started by cadenza June 19 Feature Requests
• 
  Why is Net Worth ignoring new debt transaction?

  Answered ✓ Closed UghJustLetMeReadNow 60 views 3 comments 0 points Most recent by UghJustLetMeReadNow June 18Using Reports
• 
  Report displays NaN for subgroup total when expenses are offset by income

  Closed bike 17 views 2 comments 0 points Most recent by Coach Natalie June 17Report a Bug
• 
  Merged: Line Graphs in Reports (edited)

  Guffyaw 15 views 0 comments 5 points Started by Guffyaw June 15 Feature Requests
• 
  Reports: Improve time frames & show totals over the selected time period

  Closed BlueGrits 34 views 1 comment 4 points Most recent by Coach Jon June 11Using Reports
• 
  Merged: Spending Plan Report

  bost.05 4 views 0 comments 1 point Started by bost.05 June 11 Feature Requests
• 
  Why does the "Net Income" report not match spending report "Available"

  Closed DANK 98 views 10 comments 0 points Most recent by Coach Jon June 10Using Reports
• 
  89

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

  Active jsy42 559 views 32 comments 89 points Most recent by mrchin932 June 9Feature Requests
• 
  4

  Up Down
  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 33 views 1 comment 4 points Most recent by mrchin932 June 9Feature Requests
• 
  Report by category

  Closed simplira 102 views 12 comments 0 points Most recent by RobWilk June 7Using Reports
• 
  The readability of the "Total net income" can be easily improved

  Closed Jacob Demian 17 views 1 comment 0 points Most recent by Coach Natalie June 6Feedback
• 
  Merged: Transaction Notes Visible in Reports

  RoyMath 3 views 0 comments 1 point Started by RoyMath June 3 Feature Requests
• 
  Is Reports missing on web version?

  Answered ✓ Closed YvonneG 60 views 3 comments 0 points Most recent by YvonneG June 3Using Reports
• 
  Merged: Show Flags and Notes in Reports

  Max1223 9 views 0 comments 1 point Started by Max1223 June 1 Feature Requests
• 
  Net Worth Report doesn't match balance for mortgage account after importing history

  System 151 views 16 comments 1 point Most recent by Coach Jon May 30Report a Bug
• 
  Savings Goals Report (edited)

  Closed kwalley73 10 views 1 comment 1 point Most recent by Coach Natalie May 29Using Savings Goals
• 
  Net Worth report needs to have option to show delta over time vs absolute

  Closed flintster_99 14 views 1 comment 0 points Most recent by Coach Natalie May 28Feedback
• 
  How do I add accounts to the Reports > Savings tab

  Answered ✓ Closed jkidd22 34 views 2 comments 0 points Most recent by jkidd22 May 26Categories and Tags
• 
  Crash: Mystery Transaction appears in Spending Report, if I click it: "oops something went wrong"

  RobWilk 88 views 12 comments 0 points Most recent by RobWilk May 24Report a Bug
• 
  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 80 views 3 comments 0 points Most recent by Coach Jon May 21Using Reports
• 
  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 88 views 8 comments 0 points Most recent by Coach Natalie May 21Using Reports
• 
  163

  Up Down
  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.3K views 48 comments 163 points Most recent by Max1223 May 21Feature Requests