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Reports ?

Mar 09, 2017 01:49PM EST

Is is possible in Hello Wallet to produce reports (the end desired result to be able to print) the personal equivalent of a Balance Sheet and Income Statement ?

Best Answer

HelloWallet Support Answer

Mar 09, 2017 02:15PM EST
Meaghan
HelloWallet Support

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 under the “Transactions” tab, 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 support@hellowallet.com. We will be happy to assist you further!

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