Categorical/Tag Reporting - With Filters

[edshaw42]

Describe the feature

The requested feature is the addition of categorical reporting options within Maybe. This would include the ability to view and generate financial summaries based on specific dates, categories, and tags. Users could filter data to see totals (e.g., income, expenses, or balances) over a given time period, grouped by custom tags or predefined categories. Additionally, the reports could be exported in formats like CSV or PDF for external use.

Why is this feature important?

This feature would make "Maybe" more robust for financial tracking, budgeting, and compliance needs. By offering detailed insights, users can:

• Better understand their financial trends and patterns.

• Simplify tax preparation by organizing and exporting relevant data.

• Improve communication with accountants or financial advisors by sharing detailed, pre-formatted reports.

• These tools would position "Maybe" as a more powerful option for both individual users and small businesses.

Additional context, screenshots, and relevant links

• Similar tools, like YNAB or Wave, offer reporting features that categorize data, providing users with actionable insights.

Integrating features like this would align "Maybe" with industry standards and expand its appeal to a broader audience.