Reports

Reports give you a bird's-eye view of your finances with visual breakdowns and trend analysis. Use them to understand where your money goes and how your spending changes over time.

• Spending by Category — Pie/donut chart showing where your money went this month.
• Spending Over Time — Monthly bar chart comparing spending across months.
• Income vs Expenses — Side-by-side comparison of what came in vs what went out.
• Category Trends — How individual category spending changes month-over-month.
• Net Worth Snapshot — Total assets minus liabilities from linked accounts.

Reports can be filtered by custom date ranges. Common presets include this month, last month, last 3 months, last 6 months, year to date, and last year.

Reports data can be exported for use in spreadsheets or other tools. Available on Pro and Family tiers.