Reports

Discussion List

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  Transfer Transactions, No login MFA, No bookmark ability in reports with filters selection

  Closed RBSimplify 22 views 1 comment 0 points Most recent by Coach Natalie January 16Feedback
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  iOS - Pie chart not clickable

  Closed Ashmizen 25 views 1 comment 0 points Most recent by Coach Natalie January 16Using Reports
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  Merged: Clicking on a specific month from Dashboard Spending widget does not drill into that month

  idkmanm 41 views 0 comments 0 points Started by idkmanm January 14 Using the Dashboard
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  How do I print an annual report that I can take to my CPA?

  Answered ✓ Closed D9a1w6n7 72 views 2 comments 0 points Most recent by Coach Natalie January 12Using Reports
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  Looking at all transactions in a single report

  Closed Dick 86 views 1 comment 1 point Most recent by Coach Natalie January 11Using Reports
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  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 80 views 2 comments 0 points Most recent by aotto January 11Managing Your Transactions
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  Merged: Reports->entering start and end dates from the keyboard (2nd ask, not answered)

  Sandee 21 views 0 comments 0 points Started by Sandee January 10 Using Reports
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  Scale on Income Report Bar Chart is Skewed

  Closed alkaboy 87 views 8 comments 0 points Most recent by alkaboy January 10Report a Bug
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  Income Reports do not show Negative Transactions with an Income Category in the Bar Graph (edited)

  Closed alkaboy 98 views 11 comments 0 points Most recent by alkaboy January 10Report a Bug
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  Combine Reports and the Transactions table

  Active AZSharps 43 views 2 comments 5 points Most recent by Coach Natalie January 10Feature Requests
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  Ability to easily drill down or run a report for category spending directly from transactions

  Active MBT 34 views 0 comments 2 points Started by MBT January 9 Feature Requests
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  Net Worth Customization and History Features

  Closed Coxwain 46 views 1 comment 1 point Most recent by Coach Natalie January 9Feedback
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  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Active enigmaaaaa 46 views 0 comments 4 points Started by enigmaaaaa January 7 Feature Requests
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  Noticed that reports go back further than 5 years

  Closed UrsulaA 28 views 3 comments 0 points Most recent by UrsulaA January 7Feedback
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  Merged: Create Default Reports

  dev9907 1 view 0 comments 1 point Started by dev9907 January 4 Feature Requests
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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 47 views 1 comment 3 points Most recent by EL1234 January 3Feature Requests
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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 73 views 5 comments 8 points Most recent by Melisa January 2Feature Requests
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  Reports using Tags bug or unexpected behavior

  Max1223 79 views 4 comments 0 points Most recent by Coach Natalie January 2Report a Bug
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  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Active System 34 views 2 comments 4 points Most recent by UrsulaA December 2023Feature Requests
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  12

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  Add a Savings Goal Report (edited)

  In Review ajbopp 122 views 1 comment 12 points Most recent by ajbopp December 2023Feature Requests
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  Add a true ALL TIME option to Net Worth Report

  Closed KiwiTree 81 views 1 comment 4 points Most recent by UrsulaA December 2023Using Reports
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  Transaction columns don't match between Tab sections

  Answered ✓ Closed Max1223 52 views 2 comments 0 points Most recent by Coach Natalie December 2023Managing Your Transactions
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  How to track Additional Principal payments towards a Mortgage

  Answered ✓ Closed rosachin21k 116 views 5 comments 1 point Most recent by Coach Kristina December 2023Troubleshooting
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  Income Report: Use the Net Paycheck Amount instead of Gross when splitting for deductions (edited)

  Active Charles Collins 175 views 2 comments 1 point Most recent by Charles Collins December 2023Feature Requests
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  Every time I run a report I have to add Transaction filters for "Excluded"

  Closed System 52 views 3 comments 0 points Most recent by UrsulaA December 2023Troubleshooting
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  Auto-hide a category from Spending & Reports

  Answered ✓ Closed aolafsson 214 views 2 comments 0 points Most recent by aolafsson December 2023Categories and Tags
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  Merged: Income Report by Subcategory

  Scott1 21 views 0 comments 3 points Started by Scott1 December 2023 Feature Requests
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  Report charts should round to the nearest dollar (edited)

  Active alkaboy 45 views 6 comments 6 points Most recent by Dave L December 2023Feature Requests
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  Merged: Reports - Subtotal of selected items no longer displayed

  lost_references 1 view 0 comments 0 points Started by lost_references December 2023 Feedback
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  Merged: Add a Monthly Debt Report (edited)

  kanwar786 11 views 0 comments 1 point Started by kanwar786 December 2023 Feature Requests