Building a Custom Report

Custom Report is the most flexible tool in Reports, a pivot-table-style builder where you choose exactly what to group by, how to break it out over time, and what to filter down to. It's still in Beta, so a few things are simpler than they'll eventually be, but it already covers a lot of ground.

Rows: what you're grouping by

Choose one or more dimensions to group your rows by: Categories, Tags, Merchants, or Accounts. You can select more than one and drag to reorder them, which creates nested sub-grouping, for example, Category as the outer group with Tag nested inside each one.

Columns: your time breakdown

Unlike Rows, Columns is a single choice: Total (one combined column), Months, Quarters, or Years. You can't currently mix granularities, so pick whichever level of detail matches the question you're trying to answer.

Filters: narrowing the data

Beyond Rows and Columns, a separate Filter control lets you narrow the whole report down by Categories, Tags, Merchants, Accounts, Account Type, Account Subtype, or Category Type, each with a searchable checklist so you can pick exactly what you want included. A small badge shows how many filters are currently active.

Sorting and totals

Click any column header to sort the report by that column, ascending or descending. A Grand Total row at the bottom sums everything across the whole report, and results paginate automatically once a report grows large.

Beta limitations to know about

• Rows in a Custom Report aren't clickable yet, there's no drill-down into transactions from here the way there is on Net Income and Net Worth.
• There's no export or download option yet.
• Only one time granularity is available per report, you can't combine Months and Quarters in the same view.