Saved Income & Expense reports

Save different versions of the Income & Expense report, so you can easily view your favourite reports with just a click.

All configuration options, including account selections, hiding certain categories, date ranges and toggle options, are saved.

Save a new report

1. Go to the Income & Expense report (Reports > Income & Expense)
2. Configure the report as needed

3. Click Add to your reports from the toolbar

   
   

   

   
   

4. Enter a name for the saved report and click SAVE

   
   

   

   
   

5. The saved report will now show in the sidebar under Your Reports

   
   

   

Save changes to an existing saved report

1. Click on a saved report within Your reports on the Income & Expense report sidebar
2. Configure the report as needed

3. Click SAVE CHANGES at the top

   
   

   

Delete a saved report

1. Find the saved report you want to delete within Your reports on the Income & Expense report sidebar

2. Hover on the saved report name and click the X icon on the right side

   
   

   

   
   

3. Confirm that you want to delete this saved report

   
   

   

   
   
4. The saved report will no longer show in the sidebar 🧹

Video explainer: Saved Income & Expense reports

Check out the video below to see how to set up a Saved Income & Expense report:

For a full overview of using the Income & Expense report, including the full video, check out: The Income & Expense Report