Reports

Discussion List

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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 13 views 0 comments 1 point Started by Jeannette January 2025 Feature Requests
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  Forecast Spending Plan Categories and the Grand Totals [Edited]

  Closed Soup 23 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  "Last Year" report quick filters stuck on 2023

  Closed Wedo778 17 views 3 comments 0 points Most recent by Wedo778 January 2025Report a Bug
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  Save report date range (edited)

  Closed TommyS 31 views 1 comment 0 points Most recent by Coach Natalie December 2024Using Reports
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  Display numerical values in "Over Time" Reports on Web without having to hover (edited)

  Active pkp 44 views 3 comments 4 points Most recent by RobWilk December 2024Feature Requests
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  Columns still don't "stick" in reports.

  Closed RobWilk 22 views 1 comment 1 point Most recent by Coach Natalie December 2024Feedback
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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 228 views 11 comments 16 points Most recent by SkiFreeYetiii December 2024Feature Requests
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  Merged: Spending report that allows comparison of categories for current year vs previous year

  Closed Odin700 21 views 0 comments 1 point Most recent by RobWilk December 2024Feature Requests
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  Bar graph default view in reports

  Closed BadgerHat 14 views 1 comment 0 points Most recent by RobWilk December 2024Using Reports
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  Merged: Printing a report is a MUST

  Closed Photoipster 1 view 0 comments 1 point Started by Photoipster December 2024 Feature Requests
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  Net Worth Report Missing "Education" Category

  Closed budgetj75 25 views 4 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  Third level category not rolling up properly in Reports (edited)

  Closed RickS 172 views 22 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 137 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 63 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 14 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 134 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug
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  Net Income is positive but graph is below

  Closed N4KHQ 46 views 11 comments 0 points Most recent by N4KHQ November 2024Report a Bug
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  Reports, Changing Time Frame (edited)

  Closed neon45 25 views 3 comments 0 points Most recent by DannyB November 2024Troubleshooting
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  Add a Cash Flow Report (edited)

  Active Sierra 25 views 0 comments 4 points Started by Sierra November 2024 Feature Requests
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  Merged: Spending by Month Summary on Web/Desktop App (like in mobile)

  Closed Kseniya 1 view 0 comments 2 points Started by Kseniya November 2024 Feature Requests
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  Reports: Display totals in the bar graph without hovering (edited)

  Active featheredinvite 44 views 3 comments 7 points Most recent by Kseniya November 2024Feature Requests
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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 43 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  Filter reports the whole split charge instead of just the category needed?

  Answered ✓ Closed jcf227 21 views 2 comments 0 points Most recent by jcf227 November 2024Using Reports
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  Future Net Income Report based on Spending Plan

  Active JagrFan 11 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  "Other Loan" accounts missing from the Net Worth Report

  Closed System 17 views 3 comments 0 points Most recent by jdtrujillo November 2024Report a Bug