Reports
Reports and insights
Reports turn your budget history into trends you can act on. Use them to confirm patterns, spot drift, and decide what to adjust next.
What reports cover
- Cash flow: income vs expenses across months.
- Spending breakdown: where spending concentrates by category.
- Advanced reporting: deeper diagnostics like overspending and subscriptions.
Step-by-step
- Open Reports from the sidebar.
- Choose a month or range at the top of the page.
- Use filters to focus on specific accounts or categories.
- Export CSV if you want to share or archive the view.
Example
Dining Out averaged $120 last quarter and $180 this quarter.
Lifestyle creep: +$60
Use cases
- Monthly review: compare this month vs last month.
- Income stability: see if income is trending up or down.
- Subscription audit: identify recurring charges to cancel.
Filters and ranges
Use month ranges to keep charts readable. Paid plans unlock longer ranges, while free plans focus on recent months for clarity.
Troubleshooting
- No data showing: confirm you have transactions in the selected range.
- Range looks short: free plans only show recent history.
- CSV export missing rows: try expanding the date range first.