Mvelopes Customer Ideas

4 Vote

Notes tab when pulling reports

In MV4, when you pulled a report, you use to be able to see the notes tab in the report. Now, in MV5, you are no longer able to see the notes tab. At the end of the year, it was always very helpful to see those notes. It would be great if I could ...

Created 13 Jul 08:39pm by Guest

Reports

0
4 Vote

Include full envelope path in exported report

Using the Reports > Transactions feature to export all transactions for 2020, I found that the "envelope" included in the export is only the lowest level envelop. Therefore, (1) if I have a "Maintenance" sub-envelope underneath both the Auto an...

Created 1 Jan 07:32pm by Chris U

Reports

2
4 Vote

Export sorting needed

In MV4, a CSV export for the whole year produced a list of the transactions sorted by envelope and with different columns for deposit and expense. This helped me to visualize and differentiate the data. I could see patterns such as monthly funding...

Created 2 Dec 12:53am by Bryan Smith

Reports

0
4 Vote

Reports: Envelope Graphs (in Envelope view): planned/funded/spent

No description provided

Created 21 Sep 09:56pm by Wes Shelnutt

Reports

0 Planned
4 Vote

Reports: Tags

No description provided

Created 21 Sep 09:55pm by Wes Shelnutt

Reports

1 Planned
3 Vote

Reports need to have "Group: Envelope" to make them more useful

First off your reports need to show the Group: Envelope like they used to in MV4. When you have just the envelope name there is no good way to sort it. That's why some of us that have lots of envelopes use group names to get them sorted in the ord...

Created 9 Feb 08:53pm by Guest

Reports

0
2 Vote

Need ability to print off an account balance (online and offline) page WITH net worth calculated.

Mv4 could do this no problem. Please allow Mv5 to do this same thing.

Created 2 Jul 02:18am by Guest

Reports

0
2 Vote

Still list transactions on Report for Deleted Account

Unfortunately, due to potential fraud, one of our credit cards was closed! I run a transaction report at the end of the year to do my taxes. You all DELETED the account instead of just converting it to offline! Now none of the transactions from th...

Created 26 May 06:10pm by Guest

Reports

0
2 Vote

Totals on reports

When I get a report of all my envelope balances there is not a total. If I move on assigning transactions then I can't get an accurate total from the inbox tab.

Created 26 Apr 05:51pm by Guest

Reports

0
2 Vote

Report for Special Funding Profile

I would like to see a report for Special Funding Profile that would have the balance of the Envelope and the amount that currently exists in the funding column. If you are trying to adjust your funding profile the most important thing to know is h...

Created 9 Feb 09:02pm by Guest

Reports

0