Unleashing our Powerful and Flexible Reporting Engine

Most personal finance apps treat reporting as an afterthought. They give you a few charts and some pre-canned reports, and expect you to be satisfied. If you want to actually interrogate your data, you are usually forced to export everything to Excel and build your own pivot tables.

With the release of Maxim Money v1.9, those days are over.

We completely tore down our old reporting system and built one of the most powerful, flexible, and robust financial reporting engines available on the market today. We didn't just add a few new options; we fundamentally changed how you can interact with your financial history.

Here is why v1.9 is a game-changer for your money management.

📊 Aggregation: Total Data Mastery

We’ve moved far beyond simple transaction lists. Our new Aggregation Reports allow you to group, slice, and dice your data with multiple levels of nested grouping.

Want to see your spending summarized by Year, then broken down by Category, and finally split by Month? You can do that in seconds. You have complete flexibility over how you arrange your tabs, columns, and rows, giving you a top-down view of your wealth that basic apps simply cannot match.

⚖️ Comparison Reports: The Ultimate Reality Check

This is the feature power users have been waiting for.

Curious how your utility costs this winter compare to last winter? Our new Comparison Reports allow you to define two entirely separate sets of filters and run them side-by-side. Maxim Money will instantly aggregate the data and automatically calculate the exact difference in both absolute currency and percentage.

No more switching back and forth between screens or crunching numbers on a calculator. The trends—and the anomalies—are highlighted for you instantly.

📁 Unrestricted Flexibility & Organization

A powerful engine requires excellent controls. We’ve built v1.9 to adapt to your specific workflow:

• Professional Defaults: We’ve included 13 pre-built reports out of the box so you can start analyzing immediately, and will be adding more soon. Modify them as you see fit, and easily right-click to "Reset to Default" if you ever want to start over.
• Unlimited Nested Folders: Build out your own reporting library. Create as many custom reports as you want and organize them into deeply nested folders, keeping your workspace perfectly clean.
• Dedicated Accounts Reporting: You can now run analytical reports directly on your Accounts (viewing Type, Balance, Status, and more), rather than just your transactions.

✨ Precision Engineering (Quality of Life)

A truly premium tool is defined by the details. We’ve packed v1.9 with workflow enhancements designed to save you time every single day:

• The "Variable Bill" Padlock: Say goodbye to nagging prompts. Scheduled transactions now feature a Fixed/Variable toggle. If you mark a utility bill as "Variable," Maxim Money knows the amount will fluctuate and will stop asking if you want to permanently update the master schedule every time you pay it.
• Instant Red Recognition: Negative values now universally display in bold red across all reports and summaries so your eyes can instantly spot deficits.
• UI Elegance: We’ve introduced a sleek toggle switch for moving between Simple and Advanced filters, optimized column spacing, and added layout memory so your reports always open exactly where you left them.

Experience the Power of v1.9

We built Maxim Money to be the permanent home for your financial data. With v1.9, you finally have the analytical tools to match.

Version 1.9.0.0 is currently rolling out on the Release Candidate channel. Launch Maxim Money today to upgrade and experience the new standard in financial reporting.