Custom Reports

Your tips and ideas
1

Great money management tool, guys, so thanks for that.

Custom spend reports are great budgeting devices but the most useful for me would be:

Last 12 months
&
YTD from a set date eg. beginning of tax year, without the neccessity to scroll through calendars.

Any chance of storing one or two custom report formats?

The ability to add custom categories to spend is also really useful, but the ability to hide/unhide unused categories would speed up and simplify adding new accounts and monitoring new spend/new vendors.

I only use 10 categories routinely, but occasionally unbundle transactions temporarily to a new category to monitor costs on an as needed basis, and then reclassify them in the ‘old’ category when I have a handle on them.

Regards

Colin

2 Likes
2

Hi Colin,

These are great suggestions - thanks for taking time out to share your thoughts.

Totally agree on the saved spend report formats. That would help me personally too. And your point on custom categories is a really interesting one.

We’ll chat about these as a team and will certainly consider them as we further build out Snoop’s money management feature set.

Appreciate your feedback and hope you have a lovely day :slight_smile:

Cara

1 Like
3

Hi. New to Snoop from Money Dashboard and I too need to be able to save or export reports. I like how you can very quickly create and view a report but as I’m self-employed I really need to be able to save records for tax purposes. This could be a deal breaker when deciding if the app is suitable for me.

4

Hi @Krissy26 we don’t have this feature yet and you can see some discussion here

Paul

5

Thank you. I’ve seen the thread you mention. Going to have to look elsewhere for the time being, which is a shame, as I do like the app otherwise.