Reports

Discussion List

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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 66 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 710 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  3

  Up Down
  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 525 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  6

  Up Down
  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 133 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 34 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 130 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 621 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 36 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  1

  Up Down
  Add a Historical Liquid Cash Flow Report (edited)

  Active BlueGrits 69 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests