Reporting

[iverevi]

How would I go about seeing how much I spent in a category for a specific month. For example, how would I see how much I spent in "Healthcare" in August?

[Damon]

The Spending Trends' page, while not perfect right now, is the best place to get this information (click on the slice of the pie chart for the category & you can then see a chart of your spending for that category by month).

Note: There will be changes to this area down the road that will lead to better reporting.

[iverevi]

Why does "No Category" not break-out into ATM Withdrawal? How would I see that total?

[Damon]

Not sure I follow the question...

The best thing to do would probably be to categorize the no category transactions.

[iverevi]

I did categorize the ATM transactions. But, where can I get a total for the amount of ATM withdrawals that I've had for a given month?

Not sure I follow the question...

The best thing to do would probably be to categorize the no category transactions.

[rucci14]

Transactions I have categorized as "Cash/ATM" are showing up as "No category" in the Spending Trends pie charts.

[foobar]

The Spending Trends' page, while not perfect right now, is the best place to get this information (click on the slice of the pie chart for the category & you can then see a chart of your spending for that category by month).

Note: There will be changes to this area down the road that will lead to better reporting.


Hi Damon- I'm sure there have been many improvements since 2007, but can you tell us approximately when the next set of reporting improvements will be coming? Even a general time frame would be helpful.

Thank you,