"Envelope Balances" report - selecting more than 1 envelope but not ALL

  • 1
  • Idea
  • Updated 1 year ago
  • Implemented
Hi, I have a discretionary spending envelope.  So does my spouse.  It would be great to see both of our spending habits side by side.  Thanks!
Photo of Pierre Lemieux

Pierre Lemieux

  • 8 Posts
  • 1 Reply Like

Posted 3 years ago

  • 1
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1675 Posts
  • 216 Reply Likes
Hi Pierre, 

You can de-select specific Envelopes to remove them from the report by un-checking the colored square in the table portion at the bottom of the report. That way, you can compare your desired Envelopes. 

Hope this helps!
Photo of Kirstie Wyatt

Kirstie Wyatt

  • 6 Posts
  • 2 Reply Likes
Hi, I want to do this also, because I want to be able to filter to look at biz only expense envelopes, and get the totals of that easily  .. when you click the square to hide certain envelope, it only hides them from the graph, not the report which has the totals .. this seems really pointless ... if removing envelopes this needs to carry through to the list / totals.. just seeing the graph doesn't inform much? Thanks.
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1675 Posts
  • 216 Reply Likes
Hi Kirstie, 

Thanks for posting! I've added your feedback to our tracker. 

Thanks! 
Photo of Kirstie Wyatt

Kirstie Wyatt

  • 6 Posts
  • 2 Reply Likes
awesome! thx :-) 
Photo of Kirstie Wyatt

Kirstie Wyatt

  • 6 Posts
  • 2 Reply Likes
useful workaround I have found to this is adding tag to the trasanctions I want to filter by .. eg in my case I want to be able to see just biz expenses as opposed to family / personal expenses .. so I use #claim  .. and then in Spend By Envelope  I filter by that tag  .. ths is great for totals BUT  I still miss itemised reporting that I had in my other system  .. posting a request about this now