Reports

Discussion List

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  Meta Report

  Active ajbopp 26 views 2 comments 3 points Most recent by UrsulaA January 30Feature Requests
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  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 24 views 2 comments 0 points Most recent by zeroskatr512 January 27Using Reports
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  Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

  Answered ✓ Closed lklopp 47 views 3 comments 0 points Most recent by lklopp January 26Investments
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  Add a Report for Transfers (edited)

  Active ajbopp 91 views 6 comments 4 points Most recent by UrsulaA January 25Feature Requests
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  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 106 views 2 comments 0 points Most recent by stuarto January 25Using Reports
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  Merged: Reporting biggest flaw is unable to bookmark

  RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 23 Feature Requests
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  Why is Spending Report not showing last few days of this month

  Closed RockLee 22 views 0 comments 0 points Started by RockLee January 21 Using Reports
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  Merged: Watchlist for Specific Account

  Daryl 11 views 0 comments 1 point Started by Daryl January 20 Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 53 views 1 comment 5 points Most recent by Bgz January 19Feature Requests
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  How to get Transaction Notes to show up under Reports -> Transaction Activity

  Answered ✓ Closed cycler15 104 views 2 comments 1 point Most recent by cycler15 January 17Using Reports
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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 75 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 94 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 87 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 99 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 35 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 81 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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  Add a Savings Goal Report (edited)

  In Review ajbopp 123 views 1 comment 12 points Most recent by ajbopp December 2023Feature Requests