Reports
Hey - Can we look to bring some additional functionality to the reports screen? I usually end up exporting my transactions and pivoting in excel to see whats been going on over the past month.
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I’m not with YNAB but what sorts of reports or graphs are you producing in Excel? Would be curious to know !
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Hi Gray Rain !
We do have plans to take a closer look at Report features, but that's not on our short term roadmap.
You can submit a Feature Request to let our Product Team know exactly what you'd like to see brought to reports! :)
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How do you export your transactions? I was looking to do that but couldn't figure it out. I see how to export categories but not all transactions.
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Hi That Mike Guy !
When you use the Export Budget Data option, there will be two files downloaded - one is the budget and the other is the register, which contains all of the transactions.
When you have a moment, click on the name of your budget in the upper left corner and choose the Export Budget data option, then open both files that download.
Give that a try and let me know if you still have questions! :)
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Faness Okay. That works. I was looking in Reports and in the individual Accounts for that option. Thanks!
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