Page History

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1. Go to the report you want to start with. You can do this from the Reports menu, but it is often better to use the Reports tab because you can see report descriptions and also use Search All Reports to find the report you need (including any custom reports).
   

2. Select the report you want to use. For example, you may choose to start with Category Summary by Month.

3. On the report screen, you can customize the report. There are many ways to customize a report:

   • Use the Edit button (This is great for changing the Date Range or selecting individual items such as specific Categories, Tags, or Payees). See more about the Edit Report feature below.
     

   • Change one or more of the options at the top of the report.
     

   • Collapse or expand a section of a report by selecting the arrow next to a row.
     

   • Use View to Expand All, Collapse All, choose Columns, or View Settings. 
     The View settings Settings let you:

     • Show or hide currency symbols

     • Adjust the Font and text sizeText Size

     • Change the row style Row Style (Striped, Ruled, Bordered, Plan) 

   • Change the report name.
     

4. When you try to close a report you’ve customized, you will be asked Do you want to save changes to this report?

   • Select Save to replace the old report with this customized report.

   • Select Save as a new custom report if you don't want to replace the old report. This will also allow you to change the report name if you have not already done so.

5. Your new custom report will appear on your Report tab under My Reports.
   

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