Comments on: Reports Help You See Where it All Goes https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/ Budget well. Live life. Do good. Mon, 10 Jan 2022 19:51:47 +0000 hourly 1 https://wordpress.org/?v=6.2 By: Karisa https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-8308 Fri, 12 Jun 2020 00:19:46 +0000 https://goodbudget.com/?p=6211#comment-8308 In reply to Sarah Cloward.

Hi Sarah – Thanks for posting! Many of the reports will allow you to filter by a specific Envelope or a specific Account, but you’re unable to remove a specific transaction from the report. If, however, you’re not using an Envelope specifically for ‘Reimbursements,’ it might help to make one so that you can loan out and receive repayment back into that specific Envelope. That way, that kind of outing/incoming will be a bit easier to spot and mentally remove from your spending totals.

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By: Sarah Cloward https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-8307 Thu, 11 Jun 2020 20:53:16 +0000 https://goodbudget.com/?p=6211#comment-8307 Is there a way to remove a transaction from the report? Last fall my father gave me $2000 to loan to a friend, and in May she gave me a check to pay it back. I don’t normally move around that much money, so the transaction is a huge anomaly throwing off my monthly spending report (it creates a ginormous spike). I’d love to not have that transaction included so I can see what MY monthly spending is as I track how my monthly spending is looking on average.

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By: alex https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-7230 Mon, 04 May 2020 19:00:24 +0000 https://goodbudget.com/?p=6211#comment-7230 In reply to Wendolyn.

Hi Wendolyn,

You can hover your mouse over the black “Cash Flow” line to see the net amount for a given amount, but currently there’s not really a way to have that one month net amount summed over a longer set of time. Thanks for making this request, and I’ve added it to our tracker for future development consideration.

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By: Wendolyn https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-7165 Sat, 02 May 2020 18:27:02 +0000 https://goodbudget.com/?p=6211#comment-7165 I’d like to see the bottom line for income/spending report – not having to do the arithmetic of subtracting each month and then adding it all together. From Feb. 20-May 2 I can see pictures of each month but I want a total – say I spent $22,600 over that time and earned $26,564 – is there a way the report will tell me difference during selected time?
I can select the time, but the chart it gives me is pictoral by month and requires me to do calculations myself for each month and then adding that all together.

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By: alex https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-6276 Mon, 30 Mar 2020 14:15:12 +0000 https://goodbudget.com/?p=6211#comment-6276 In reply to Tanya.

Hi Tanya,

There are some screenshots of our Reports in the post above. Specifically, the top photo is of our Income vs Spending Report, which shows you a month-by-month look at your total income figure vs your total spending. Is that what you were looking for?

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By: Tanya https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-6230 Sat, 28 Mar 2020 20:27:38 +0000 https://goodbudget.com/?p=6211#comment-6230 I have used envelope budgeting software before, and always have trouble getting the reports I need for filing my taxes mostly in the income categories. I’ve had to add envelopes for income and then transfer out to expense envelopes. Do you have examples of your reports posted somewhere? Basically I want an income/expense report like in accounting software. Thanks.

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By: Karisa https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-5499 Wed, 12 Feb 2020 23:59:58 +0000 https://goodbudget.com/?p=6211#comment-5499 In reply to Barbara.

Hi Barbara – Thanks for clarifying! It sounds like you want to know how you can make sure you’ve recorded all of your transactions. The best way to do that would be reconcile your Accounts every month when you receive your bank statements. Reconciling allows you to compare the data you’ve recorded in Goodbudget against your bank account to make sure you haven’t missed anything. You can see more about reconciling here.

Finally, if you want to see the total you’ve spent in an Envelope, head to your Spending by Envelope report to see the figure.

Hope that helps!

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By: Barbara https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-5493 Wed, 12 Feb 2020 15:10:41 +0000 https://goodbudget.com/?p=6211#comment-5493 I guess I did not explain myself thoroughly. I would like to see individual amounts I have put into each envelope that make up the total to be able to check to make sure I haven’t missed an item, for example, a particular grocery receipt on a specific date. Is there anyway to do that? Also it would be great to see what you have spent for an envelope instead of just what is left.

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By: Karisa https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-5470 Mon, 10 Feb 2020 16:17:42 +0000 https://goodbudget.com/?p=6211#comment-5470 In reply to Barbara.

Hi Barbara – You can tap on each Envelope one at a time to see if you’ve put money into it. Or, click on your most recent fill transaction to see if it’s adding money to each Envelope. Hope that helps!

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By: Barbara https://goodbudget.com/blog/2016/11/reports-help-you-see-where-it-all-goes/comment-page-1/#comment-5444 Sun, 09 Feb 2020 12:49:47 +0000 https://goodbudget.com/?p=6211#comment-5444 How can I see the actual figures I put in each envelope, not just the total? For example, I want to make sure I did not miss putting in an amount.

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