Reports

The Reports section provides comprehensive financial summaries including income/expense breakdowns, category analysis, tax deduction summaries, and more. You can generate reports on-demand from predefined templates, or create and save custom reports to Cloudinary for long-term storage and easy access.

Choose from pre-built report templates covering both financial and tax use cases:

• Income & Expense Summary — Complete overview of income, expenses, and net income with monthly and category breakdowns.
• Spending by Category — Detailed breakdown of spending across all categories with percentages and transaction counts.
• Monthly Expense Tracker — Month-by-month summary of income and expenses over your selected period.
• Tax Deduction Summary — All business expenses flagged as deductible, grouped by category with an itemized list.
• Annual Tax Report — Year-end summary of gross income, business deductions, and monthly income breakdown for tax filing.

Click the "Download PDF" button on any report template to generate and download the PDF directly to your computer. The PDF is generated in real-time based on your current financial data.

• Select a time period using the period buttons (This Month, This Quarter, This Year, Last Year)
• Choose your report template
• Click "Download PDF" to generate and download

Create and save custom reports for recurring use or archival purposes. Custom reports are saved to Cloudinary for persistent cloud storage.

• Go to the "My Custom Reports" tab
• Click "New Report" to create a custom report
• Name your report and select a report type
• Add a description (optional)
• Click "Create & Save to Cloud" to generate and save the PDF to Cloudinary

Once saved, your custom reports are stored in Cloudinary with:

• Easy download access anytime
• Cloud-based storage (no local disk space needed)
• Quick deletion if no longer needed
• Metadata including report type, date range, and generation timestamp

All reports respect the selected date range. Both template reports and custom reports can be generated for different time periods:

• This Month — Current calendar month
• This Quarter — Current quarter
• This Year — January through current date
• Last Year — Full previous calendar year

Custom reports are automatically uploaded to Cloudinary when you save them. This provides:

• Secure cloud storage of your PDF reports
• Easy access from any device
• Persistent URLs for sharing (if desired in future)
• Status indicator showing which reports are saved to cloud

In the "My Custom Reports" tab, you can:

• View all reports — See all your saved custom reports with descriptions and dates
• Download reports — Click the download icon to access the PDF from Cloudinary
• Delete reports — Remove old or no longer needed reports
• View status — See which reports are saved to Cloudinary

For the most accurate tax reports:

• Flag business expenses on the Transactions page
• Transactions marked as business expenses appear in Tax Deduction Summary and Annual Tax Report
• Generate Annual Tax Report for year-end tax filing
• Save important tax reports to cloud for future reference