New feature

Save your reports in the Income & Expense Statement

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James Wigglesworth
27 May, 2025

You’re now able to save your favourite reports in the Income & Expense Statement! Just configure things as you’d like, then click “+ Add to your reports” in the toolbar, provide a name for your report, and it’ll appear in the sidebar under “Your Reports”.

All configuration options are saved, including account selections, date ranges and checkbox options. If you edit a saved report, you can add it as a duplicate report or save those changes.

This’ll make setting up a range of reports for quick access a cinch, without having to painstakingly set things up every time you want to refer to a specific set of numbers!

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