I use Emma and diligently classify all the transactions on our joint accounts. I’d love to be able to share a report with my wife so she has visibility of all my custom tags and categories.
Invite her to Emma I hear you say, if she did bother using it, none of the work I do classifying transactions would show up and would mean that she isn’t looking at the same analysis as I am and it would undermine the data quality.
For report format, I’d prefer something that has a table of categories and some chosen tags, and a few charts of some sort. A couple of insights would be good for interest sake but it needs some data to back them up.
Yes spaces would be good but a sharable report would be better, we can then sit together with it on a big screen and go through it.
At present I have to download my data and put it through power bi to go through it.