Understand your finances at a glance

How it works

1. 1

   Categorize your transactions

   Reports are only as good as the data behind them. Use bulk categorization or rules to keep transactions organized before running reports.

2. 2

   Choose a period and account

   Filter by month, quarter, or custom date range. Narrow to one account or view across all accounts at once.

3. 3

   Read the category breakdown

   See spending per category as a bar chart and table. Click into any category to see the transactions behind the number.

4. 4

   Review income vs expenses

   The summary line shows whether you spent more or less than you earned in the selected period.

5. 5

   Export or share

   Download a PDF summary for your records or export the raw CSV if you need to process the data elsewhere.