Monthly income/expense report

ShayneShayne Member Posts: 3

On my dashboard there is a cool graph that shows me my monthly income vs expenses and I currently manually input all invoices into a spreadsheet to compare monthly incomes and I was wondering if there was a way to export all my invoices to a csv file or something to help speed up this process?

Comments

  • shanhardshanhard Member Posts: 6

    You can navigate to the reports section, identify the data/report you need and then export that data as a csv file which you can then import into Excel.

  • ZoeCZoeC Administrator Posts: 388 admin

    Great suggestions @shanhard! :)

    @Shayne You can also export all transactions at once if you need by navigating to Settings > Data Export.

  • louis_kreusellouis_kreusel Member Posts: 3

    To Shayne's original post - why leave Wave at all for this? I do it too but this seems like something that should be built into Wave. Feature request! A simple report that shows income by month over a date range, with the option of showing individual payments and expenses or not.

    edited October 17, 2019
  • EmmaPEmmaP Administrator Posts: 639 admin

    Hey @louis_kreusel! You are correct, if it is something a lot of Wave customers use then it would be great to have it built into Wave! Thanks for actioning this feature idea! While I can't make any promises, I hope it is something that can happen. When you say 'the option of showing individual payments/expenses', would you want the ability to remove these incase they didn't fit the report? Is the report primarily just used for your own business needs?

  • louis_kreusellouis_kreusel Member Posts: 3

    @EmmaP said:
    Hey @louis_kreusel! You are correct, if it is something a lot of Wave customers use then it would be great to have it built into Wave! Thanks for actioning this feature idea! While I can't make any promises, I hope it is something that can happen. When you say 'the option of showing individual payments/expenses', would you want the ability to remove these incase they didn't fit the report? Is the report primarily just used for your own business needs?

    Yes!

  • johndoejohndoe Member Posts: 2

    I am also looking for this

  • mermer Member Posts: 1

    I'm also looking for this feature. and actually, the main reason i'm looking for alternative to my accounting system.
    @EmmaP is it schedule to be soon? let say PnL report, which columns by month or quarters to your choice.

  • BarsinABarsinA Administrator Posts: 1,507 admin

    Hey there @mer

    We haven't heard of this coming down the pipeline yet, but the more +1's we get the better! Thanks for your contribution.

  • johnsicilijohnsicili Member Posts: 3

    Please add this. This is trivial for estimations/forecasting. Any word on the schedule??

  • CalliePCallieP Administrator Posts: 310 admin

    Hi @johnsicili , thanks for your +1 here! This is not currently on the pipeline, but the more +1s we have, the more data we can use when looking for development opportunities. Thanks!

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