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[2.0.0] Add financial reports

It would be convenient to receive automatically generated financial reports. These can work something like this:

  • Possibility to select the period (every month there is a new report)

  • Possibility in "Reminder settings" to be "Informed about new reports"

  • Pre-Defined Reports for each Account, Category, etc.

  • Basic structure of the report:

    • Trend (e.g. of income, expenses and account balances)

    • Comparison between income and expenses (Balance)

    • Savings Rate and average income / expenses per day / month

    • [Optional] Achievements (e.g. X months positive balance)

Status: Completed2 comments

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Comments2

  • ALEJANDRO LÓPEZ ALBERTOS

    •

    Jan 6

    This suggestion is marked as “completed” but, how does it work in the app? How do I generate a report?

  • helplineathome@gmx.de

    •

    Dec 17, 2023

    Financial reports should be exportable in PDF format.