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Welcome
Getting Started
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SPREADSHEET TABS
Configuration
Localization Tools
Dashboard
Transactions
Balances
Category Transfers
Account Reports
Category Reports
Net Worth Reports
Spending Reports
Trend Reports
CREDIT CARDS
Basic Usage
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Overview
Submission Guidelines
API / Named Ranges
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Account Reports
The Account Reports tab will help you review the history of your Account's balances and activity.
  1. 1.
    Option Selectors: These selectors will let you drill down into a specific time period and account for review.
  2. 2.
    Month Selector: See transaction data for the selected month for the account selected above.
  3. 3.
    Account Reports Table: This table will contain your transactions and activity for the selected account and month.
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Last modified 1yr ago
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