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Custom Reports

Custom reports allow analyzing transaction data by using charts or a data table with summary statistics. The following types of reports are available:

  1. Table View
  2. Bar Graph
  3. Line Graph
  4. Area Graph
  5. Donut Graph

Left Menu​

The Type menu can be used to change the display of transactions shown in the report:

  1. Payment: outflows from on budget accounts
  2. Deposit: inflows to on budget accounts
  3. Net: sum of outflows and inflows across on budget accounts. Net results are the figures shown in Budget page under Spent and Received columns. This option is currently available in Data Table, Area Graph and partially available in Bar Graph and Donut Graph

This sum can be Split by Category, Group, Payee, Account or Month. Note that Split by Account shows sum of transactions from on budget account, not periodic balance. Monthly breakdowns are provided by changing Mode from Total to Time.

Date Filters​

Transactions can be filtered for a certain period of time using Range. Live Date filters show transaction data dynamically, for instance during the current month (This month). For a fixed time frame, Static Date filters will show transactions between two dates.

Options​

Under Options, reports behavior can be changed

  • Show hidden categories will enable Categories marked as hidden in the Budget page.
  • Show empty rows will show items chosen in Split with 0 value.
  • Show off budget enables two categories:
    • Transfers: include all transfers across on budget account. Transfers from on budget to off budget are not counted.
    • Off budget: include all transactions in off budget accounts. Transfers from on budget to off budget are not counted.
  • Show uncategorized will show transactions which have not been assigned a category.

Single Categories or entire Groups can be excluded from the Report by using the list on the bottom left side. Grayed out options in dropdown menus are not yet available for the chosen report.

Center Menu​

Icons in the first group of the center menu are used to select the displayed report, the second group is used to show graph legends, summary and labels. The funnel icon can be used to filter transactions. Finally, the menu on the right-hand side is used to Save a Custom Report to the Reports page.

Saving a Report​

A custom report can be saved by using the menu on the right-hand side. If a saved report is modified it is possible to either overwrite the existing report or save the changes as a new report. The same menu can be used to reset to default if you'd like to quickly return to your saved version. Otherwise if no action is taken, the changes will be automatically discarded when leaving the current report.

Saved reports will be shown in the Report page in alphabetical order.

Example​

Custom Reports are really powerful and can provide unique insights. We now highlight a complex example that uses most features. Our goal is to have a stacked bar chart broken down by group with month on X axis, in a certain time frame, excluding a certain category and payee.

  • Select Bar Graph and set Time Mode
  • Select Split by Group
  • Use the Live Date filter and set Year to date as a Range
  • Click on the checkbox next to Savings to exclude from the sum
  • Click on the Filter icon, select Payee is not "Movies"
  • Enable the legend, summary and label.