Save custom configurations of your Income & Expense report so that you can revisit your favourite reports with a click! 🙌
All configuration options, including account selections, hiding certain categories, date ranges and toggle options, are saved when you choose to save a report.
Save a new report
- Go to the Income & Expense report (Reports > Income & Expense)
- Configure the report as needed
- Click Add to your reports from the toolbar
- Enter a name for the saved report and click SAVE
The saved report will now show in the sidebar under Your Reports
Save changes to an existing saved report
- Click on a saved report within Your reports on the Income & Expense report sidebar
- Configure the report as needed
- Click SAVE CHANGES at the top
Delete a saved report
- Find the saved report you want to delete within Your reports on the Income & Expense report sidebar
- Hover on the saved report name and click the X icon on the right side
- Confirm that you want to delete this saved report
- The saved report will no longer show in the sidebar
Hide categories from saved reports
Easily hide categories from your saved Income & Expense reports for a completely custom view of your finances. For all the details, check out Options for hiding or restoring categories
You can read more on the Income & Expense report in our overview guide: The Income & Expense report: Overview
Video Explainer: Saved Income & Expense reports
Check out the video below to see how to set up a Saved Income & Expense report: