Reporting and Budget features

steve pauley's Avatar

steve pauley

26 Aug, 2019 01:11 AM

Reporting
1. One key report that would be very helpful is by Category (one or more). User enters in a Category and all the transactions are listed and/or grouped by Category with subtotals.

2. More in depth Investment Reports -- this is one weak area with MD at this point in time.

Budget
1. On the Summary page is a great excellent expense bar (:Expenses) -- Please show the total Dollar Amt on this summary. Not talking about the Budget expense bars -- the overall budget page on the Summary page.

2. The My Budget totals at the top of the Summary Page are not at all in sync with totals on the "Expenses page.

3. For the actual Budget lines on the Summary Page -- i recalled where a user could select the color they wanted to show OK or going budget -- can you add this back in.

4. When looking at the budget lines on the Summary Page -- "this month" Put at the top on this page the total expenses in the Right Hnad Corner .

  1. System closed this discussion on 25 Nov, 2019 01:20 AM.

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