Help with Monthly Report Templates

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Hi Community! I’m trying to figure out if there are pre-made solutions for certain types of reports that would be helpful to me. Basically, I would like the following monthly reports:

  1. Net Employment Income - the paychecks that actually hit my bank account
  2. Investment Withholding - contributions to employer-based retirement accounts (from paycheck withholding)
  3. Additional New Investment - money moved from bank (checking/savings) accounts to investment accounts
  4. Investment Returns - unrealized cap gains/losses + dividends
  5. Change in Account Balances for all Bank and Investment Accounts
  6. “Consumption” Spending - spending on anything that isn’t an investment (i.e. all money out from bank accounts except to investment accounts)

If there are pre-made templates for any or all of these reports, I would really appreciate being pointed in the right direction. TIA!

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1 & 2 Check this out

3 I just use the Yearly Insights sheet and just use a category Money Saved (transfer type) for any amount leaving my checking to go into my investments

5 Net Worth Tracker might help

6 Should already be included in a the Foundation Template by default, like the Spending Trends

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