Reports

The Income & Expense report is similar to a business Profit & Loss statement, but for your personal finances 📊! It shows a breakdown of your earning and spending categories for any chosen date range. You can generate a statement for your accounts individually or all together.

The Cashflow statement provides a monthly breakdown of your finances in the past and forecasted into the future, in a format similar to a spreadsheet.

Use the Trends page to quickly drill down and spot patterns in your categories and budgets over a chosen period of time. You can analyze your categories and budgets and view them broken down into weeks, months, years or budget periods.

Check out your finances in timeline view ⏳! Timeline is a place where you can view memories about your finances - like your favorite purchases, or a proof of purchase you want to have easily accessible 🎫. Transactions with added notes, images or attachments will appear on your Timeline.

See a snapshot of your finances on a weekly, monthly or yearly basis 📸. The Digest illustrates aspects of your earning and spending presented with a series of charts and graphs.