Reports
Reports help you understand your spending patterns and financial trends over time.
Available Reports
Section titled “Available Reports”Spending by Category
Section titled “Spending by Category”See a breakdown of your spending by category for any time period. Visualized as a pie chart and detailed table.
Income vs. Expenses
Section titled “Income vs. Expenses”Compare your total income against total expenses over time. Useful for understanding your savings rate.
Trends
Section titled “Trends”Track how your spending in specific categories changes over time with line charts showing monthly totals.
Net Worth
Section titled “Net Worth”Monitor your overall net worth by tracking the combined balances of all your accounts over time.
Filtering Reports
Section titled “Filtering Reports”All reports support filtering by:
- Date range — Select the time period to analyze
- Account — Focus on specific accounts
- Category — Drill down into specific spending areas
Exporting Report Data
Section titled “Exporting Report Data”You can export report data for use in other tools. See Import & Export for details.