Reports

Discussion List

• 
  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 134 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
• 
  9

  Up Down
  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 63 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
• 
  1

  Up Down
  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 13 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
• 
  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 128 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug
• 
  Net Income is positive but graph is below

  Closed N4KHQ 45 views 11 comments 0 points Most recent by N4KHQ November 2024Report a Bug
• 
  Reports, Changing Time Frame (edited)

  Closed neon45 24 views 3 comments 0 points Most recent by DannyB November 2024Troubleshooting
• 
  4

  Up Down
  Add a Cash Flow Report (edited)

  Active Sierra 22 views 0 comments 4 points Started by Sierra November 2024 Feature Requests
• 
  7

  Up Down
  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
• 
  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
• 
  2

  Up Down
  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 41 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
• 
  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
• 
  2

  Up Down
  Future Net Income Report based on Spending Plan

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

  Closed System 15 views 3 comments 0 points Most recent by jdtrujillo November 2024Report a Bug
• 
  1

  Up Down
  Net Worth Report: List the account table by columns (edited)

  Active BHazeltine 11 views 1 comment 1 point Most recent by Coach Natalie October 2024Feature Requests
• 
  summary report of total spending by payee for the year

  Closed easbeck 44 views 1 comment 1 point Most recent by Coach Jon October 2024Using Reports
• 
  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 86 views 2 comments 3 points Most recent by Cavein October 2024Using Reports
• 
  Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L

  Closed techdan 44 views 1 comment 2 points Most recent by Coach Natalie October 2024Feedback
• 
  2

  Up Down
  Add a Report for Other Spending (edited)

  Active opie 27 views 2 comments 2 points Most recent by opie October 2024Feature Requests
• 
  Save a link to a Report (edited)

  Closed jdreddaway 12 views 1 comment 0 points Most recent by Coach Jon October 2024Feedback
• 
  Income statement by month

  Closed Nicki 22 views 1 comment 0 points Most recent by Coach Jon October 2024Using Reports
• 
  2

  Up Down
  Add a 'Last Two Years' Date Range option (edited)

  Active pst 11 views 2 comments 2 points Most recent by pst October 2024Feature Requests
• 
  Graph button on Reports->Net Income page cases a blank graph

  Closed RockLee 24 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
• 
  Net Worth Report dates

  Closed lwyman 31 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
• 
  Mobile App “top spending” does not show sub category breakdowns

  Closed wkh 50 views 6 comments 0 points Most recent by wkh October 2024Report a Bug
• 
  Creating Rules at the Report Level?

  Closed andyqq99 58 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
• 
  Net Worth Report does not show liabilities

  Closed bridgex6 211 views 33 comments 1 point Most recent by Coach Natalie October 2024Troubleshooting
• 
  Notes checkbox in Report and Watchlists do not remain "on" or "checked"

  Closed Max1223 33 views 3 comments 0 points Most recent by Coach Jon September 2024Troubleshooting