Reports

Name: Reports
Uploaded: 2026-10-21T10:08:15.316494Z
Duration: 6 min 53 s
Description: Use the cash flow, spending by category and net worth reports, build your own with the report builder and export them to Excel, PDF or an image.

Durata: 6:52

Use the cash flow, spending by category and net worth reports, build your own with the report builder and export them to Excel, PDF or an image.

I video sono disponibili in spagnolo e in inglese. Un'etichetta indica le lezioni mostrate in un'altra lingua.

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Capitoli

0:00 Introduction
0:40 Contents
1:03 1. The templates · 1.1 Cash flow
1:35 1.2 Spending by category
1:55 1.3 Net worth
2:18 2. Adjust a report · 2.1 Filter by category
2:48 2.2 Include transfers
3:18 2.3 Table or chart
3:50 3. Build your own reports · 3.1 Spending by category and month
4:27 3.2 Budget versus actual
5:00 3.3 Your portfolio by asset type
5:33 4. Save it and take it with you · 4.1 Save a report
6:09 4.2 Export to Excel, PDF or image