Reports

Reports allows reporting on transactions and equity investments.

Report Templates

The app currently supports 3 report templates

• Categorized Transactions

• Realized Gains/Loss

• Unrealized Gains/Loss

Clicking on a template will create a report that can be customized based on template specific criteria. A customized report can be saved for easier access in the future.

Saving a report will save it with name -- UNNAMED REPORT --. You can rename it immediately to provide a meaningful name.

For example, using the Categorized Transactions template, you could create a report Food Expenses for groceries and dine-out labeled transactions in the current year .