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New Spreadsheet Reports

Ive seen the new spreadsheet reports. I've been asking myself what is the best way I can use them? At this moment I don't have any ideas. I've started this conversation to see other people's ideas and as a reminder to myself.


We also would love to hear what use cases users find for our reports but just to note that not all users might find all reports useful - it all depends on what type of MoneyWiz user you are, what is your lifestyle and what are your needs in terms of financial analysis. I use only a handful of reports on regular basis with my personal data.

I more miss a report sorted by tags, underneath each tag the transactions for income AND expenses on same report (not separated). This would help a lot to export the report and share with a accounting dept. or  fiduciary etc.

Hope to see an updated report sections soon.

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