How do I print a category expense report? This is so basic to any financial program. I do not need graphs as this is not helpful for expense reporting. A basic P&L is all I need. Many others must need this too so I can't imagine a financial program that won't do this. The old Key Bank program was very easy to use.
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, you do have the option to export your transaction and account data in a CSV format to further explore other options for building your reports. Simply, navigate to the Accounts tab, select your account and click the “Export Transactions” button on the Account page. Just click this link for more information!https://support.hellowallet.com/customer/en/portal/articles/1245026-export-transactions?b_id=673
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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