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enhancementNew feature or requestNew feature or request
Description
Feature Request: Exportable Financial Reports
Summary
Allow users to generate and export detailed financial reports (PDF, CSV).
Goals
- Enable users to download income/expense reports
- Support custom date ranges and filters (accounts, categories, types)
- Include charts, tables, summaries
Deliverables
- Export to PDF and CSV
- Filters in the report UI
- Optional email delivery
Priority
High – useful for taxes, budgeting, sharing with advisors
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enhancementNew feature or requestNew feature or request
Type
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Status
Q3 2025 - Jul-Sept