Reports

Income vs. Expenses

Compare inflows and outflows in a chosen period. The bar chart shows each month side by side, and the table details the net balance — how much was left over (green) or short (red).

Category analysis

Shows a pie chart with the percentage breakdown of your spending by category. Useful for discovering where most of your money lives — usually food, transport, or housing surprise people.

Cash flow

Combines inflows, outflows, and accumulated balance in a single line chart. Lets you clearly see surplus months (line going up) and deficit months (going down). Available on plans with advanced reports.

Net worth

Sums all assets (account balances, investments) minus liabilities (credit cards, debts). Tracking net worth over time is the most important metric of long-term financial health.

Filtering reports

All reports support filters to refine the analysis.

1. 1 Pick the date range (current month, last 30 days, current year, or custom).
2. 2 Filter by a specific account or view all accounts.
3. 3 Use grouping (day, week, month, quarter, year) to adjust granularity.

Saving reports

Found a useful filter combination? Save it as a custom report and access it again with one click any time. Available on paid plans.