I can not figure out how to create a report to view the transactions made to a particular category. Come tax time I will need to be able to do this.
HelloWallet does not currently provide a formal reports option in our platform. However, this is a great idea! I’ve listed this as an enhancement request and hope to have this feature added soon.
In the meantime, if you navigate to the Trends page, you can view your spending by category when selecting “Spending, Totals, By Category.” You can also search for your transactions by category from the Accounts page. Select the account listed on the left hand side, and enter the category in the search bar at the top. All of your transactions labeled with this category will appear, as well as the total amount you have spent for that category.
If you have any further questions, please feel free to contact us at firstname.lastname@example.org. We will be happy to assist you further!
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