Q. After purchasing Moneytree Grow, when will I get my first monthly report?
A. After subscribing to Grow, you will receive the following two reports:
A sample report showing an example of a monthly report with budget settings.
The previous month's report based on your existing data.
From the following month onwards, you will receive regular monthly reports. However, if data has not yet been collected, the monthly report will only display limited information.
Q. When will I regularly receive the monthly report?
A. You will receive a monthly report a day after the last day of your spending cycle.
Q. What if I changed the custom spending cycle in the middle of the month, will I get another monthly report with the new spending cycle?
A. Monthly reports can be regenerated in the iOS version. Please click here for details.
Q. Does the data for the monthly report change based on linking or deleting F.Is?
A. The monthly report is completely static, meaning that the data in the report only shows the information at the timing of when the report was generated. Even if you delete accounts or add accounts after the monthly report is created, the information on the Monthly Report will not change for past reports but will update the data for future reports. For iOS guests, the current month's report can now be regenerated to reflect the latest account information.
Q. Can I update the transactions of the Monthly Report?
A. No, as mentioned in the previous answer, the monthly report is completely static so data cannot be updated. However, if you are using iOS, you can regenerate the current month's report once per day to reflect updated transaction information. (Past monthly reports cannot be modified.)
Q. If I cancel Moneytree Grow and then re-subscribe to Moneytree Grow would I get all of the past Monthly Reports?
A. No, you will only get access to the Monthly Reports for the periods you were subscribed.
Q. If I cancel Moneytree Grow in the middle of the month, will I still be able to get the Monthly Report for that month?
A. Depends on when the last day of the billing cycle is. If the last day of the billing cycle is before +1 day after the end of the spending cycle, then they will be able to access the monthly report for that month. If it is after they will not be able to access it as it will be hidden behind a paywall. However, the monthly report will be generated already so if they re-subscribe to Moneytree Grow, they will be able to see that month’s monthly report.
Q. How come my net worth and the cash flow data shown in the monthly report is different than in the graph?
A. The data in the monthly report all align with the custom spending cycle. For example, if your custom spending cycle is between November 25, 2019 - December 24, 2019 then the data for net profit and cash in / cash out and spending only calculates transactions between those periods.
Q. Can I receive the one-month free trial multiple times?
A. No. The free trial is only valid once. Unfortunately, you cannot receive the free trial for a second time or thereafter.
The graphs are currently inconsistent with the monthly report because in the graph, the net worth and cash flow is only calculated by the 1st of the month until the last day of the month.