To create a custom report

You can create custom reports to organize, share, and export transactions for various clients, subcategories, properties, etc.

Reports can be used for labeling transactions, tracking transaction types, creating income/expense reports, or for very basic invoicing.

Setting a Default Report

• A “Default” report will be automatically added to new expenses (not available for income or drives yet)

• There can only be one default report at a time. Reports with a “Sent” and “Completed” status cannot be a default report.

  Mobile App

  Web App (Not Available)