Reports

Reports shows where the money came from and went. Amounts are in your base currency at the rate of each entry’s date. Voided entries and categories kept out of reports are never counted.

Options

One panel above the report sets the period, whether to show expenses or income, the account and the categories. The options live in the page address, so you can bookmark a report or send the link to someone in your household.

Every amount in a report opens the entries behind it.

For a period

The default report. Pick this month, last month, the last 3, 6 or 12 full months, or a custom range.

• Four tiles: In, Out, Saved and Savings rate. For periods longer than a month, the monthly average is shown next to each sum.
• Composition of expenses and income: a 100 % stacked bar and a list with shares and subcategories.
• By month — the same figures month by month.

Income and expenses

Answers “am I spending more than before?”. Two lines show how much came in and went out in each step: a month, quarter or year. The period is 12 months, 3 or 5 years, all time or your own range; the step is picked to fit the period and you can change it. The period never starts before your first entry.

• Show — both lines, only expenses or only income. With one line the scale, tiles and change follow it.
• Categories are picked separately for expenses and income: keep, say, only Groceries and Eating out.
• The table lists every step with the change from the one before. A step still in progress is compared with the same days of the previous one — 12 days of November against 12 days of October, not the whole month.
• Steps that weren’t recorded in full (your first month or the current one) are dashed on the chart and left out of comparisons.
• The tiles at the top show last year’s expenses and income and this year’s expenses so far, each with the change from the year before — this year against the same days of last year.

In the iPhone and Android apps this report is Reports → History.

Category trends

Compares a period — last month, or the last 3, 6 or 12 full months — with the average of the six months before it, per month on average. A chart shows income and expenses by month; the table lists categories with small month-by-month lines, the average before and the difference.

Categories × months

A table with categories in rows and months in columns, shaded from light to dark by amount. Subcategories open with ▸ or Expand all. Total, Per month and Share columns sum it up. The current, incomplete month is marked with an asterisk and left out of the average.

Export to CSV

CSV downloads the report as a table with the same options — every row, including subcategories.