Reports

Discussion List

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  Expand Reports Features/Stats

  Closed MishaM 37 views 1 comment 1 point Most recent by UrsulaA March 19Feedback
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  Make "Not excluded in reports" filter ON by default

  Answered ✓ Closed Manuel Jasso 69 views 1 comment 0 points Most recent by Coach Jon March 18Feedback
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  Show reports in summarized table format

  Closed Micha9 29 views 1 comment 1 point Most recent by Coach Jon March 15Feedback
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  Issue with Reports older than 5 years (edited)

  Closed Bgz 271 views 19 comments 0 points Most recent by Bgz March 14Using Reports
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  Importing Historical Balance for a Brokerage Account actually purges all existing history

  Closed David Yao 166 views 16 comments 1 point Most recent by Coach Jon March 14Report a Bug
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  Investment Report

  Closed DOhalloran 36 views 1 comment 1 point Most recent by Coach Natalie March 13Feedback
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  Reports for Taxes (edited)

  Closed Benny Banken 147 views 3 comments 0 points Most recent by Coach Jon March 11Using Reports
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  Don't apply Transactional Data Limits to Reports and other features (edited)

  Active thaJack 23 views 0 comments 3 points Started by thaJack March 11 Feature Requests
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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 44 views 4 comments 3 points Most recent by UrsulaA March 6Feature Requests
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  Savings filters

  Closed rdenove 27 views 1 comment 0 points Most recent by UrsulaA March 6Using Reports
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  Savings Report by Account Breakdown: Linked Account Balances show $object object

  Closed UrsulaA 114 views 7 comments 0 points Most recent by UrsulaA March 5Report a Bug
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  Dashboard and Top Spending Categories don't match

  Closed Max1223 35 views 6 comments 0 points Most recent by UrsulaA March 5Troubleshooting
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  Transfer Series Exclusion Discrepancy

  Answered ✓ Closed suL33T 60 views 5 comments 0 points Most recent by suL33T March 4Report a Bug
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 4 Feature Requests
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  Is the starting value of Net Worth graph always 0?

  Closed kollock 27 views 1 comment 0 points Most recent by DannyB March 3Feedback
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  Net Worth Upload Successful

  Closed UrsulaA 616 views 22 comments 1 point Most recent by Kevin M March 2Share your Success!
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2 Feature Requests
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  Am I Alone?

  Closed GP123 34 views 2 comments 0 points Most recent by Coach Jon March 1Feedback
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  Mobile app, total spending, "Everything else"

  Closed RobWilk 56 views 8 comments 1 point Most recent by UrsulaA February 29Report a Bug
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 325 views 16 comments 31 points Most recent by ajbopp February 29Feature Requests
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  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Started by aolafsson February 29 Feature Requests
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  Any update on transaction splits not appearing in reports according to their split categories?

  Answered ✓ Closed RKM 52 views 2 comments 0 points Most recent by RKM February 28Using Reports
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  Filters for Reports

  Answered ✓ Closed GP123 24 views 1 comment 0 points Most recent by Coach Kristina February 27Using Reports
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 79 views 3 comments 4 points Most recent by Travis H February 24Feature Requests
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  Report Breakdown by Sub-Category

  Closed Travis H 69 views 1 comment 5 points Most recent by UrsulaA February 24Feedback
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  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 97 views 3 comments 0 points Most recent by bdjekel February 23Troubleshooting
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  Decimal places in net income by month report

  RobWilk 54 views 5 comments 0 points Most recent by Coach Natalie February 23Report a Bug
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  Merged: Reports: Snakey Diagram

  JR35683 11 views 0 comments 1 point Started by JR35683 February 23 Feature Requests
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  Net Worth Report: Add sort feature to sort Debt by high to low

  Active jaiv 37 views 1 comment 1 point Most recent by Coach Natalie February 19Feature Requests
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  Merged: Reports Page - Customize Columns

  ljohnsontd 1 view 0 comments 1 point Started by ljohnsontd February 19 Feature Requests