Using Custom Reports

Custom reports allow you to save predifined sets of filter rules for your reports. The "Custom reports" column can be displayed and hidden by clicking on the corresponding button.

Custom reports contain a time frame, and a set of filters to select transactions according to their category, tag, account, account type or currency.

To add a custom report

  1. If hidden, display the custom reports column by clicking on the "Custom reports" button.
  2. Click on the "Add" button.
  3. Choose a name for the report.
  4. Choose a set of rules to filter down transactions.
  5. Select a timeframe.

    This can be a starting and ending date or a preset timeframe.

To edit a custom report

  1. If hidden, display the custom reports column by clicking on the "Custom reports" button.
  2. Select the report you want to edit, and click on the "Edit button".

To delete a custom report

  1. If hidden, display the custom reports column by clicking on the "Custom reports" button.
  2. Select the report you want to delete and click on the "Delete" button.