Reports is in the sidebar, above Budgets; on a phone, tap More. It adds up the same transactions as your Overview, so the two always agree. Reports is part of every plan.
Pick a period and filters
- The period picker works like the Overview's: arrows to step back and forward, or tap the label for a quick period, a month or your own dates. See change the period.
- Filters narrows the report to some accounts, some tags, or both. What you picked shows as chips under the header; tap a chip's × to remove it, or choose Clear all in Filters.
Cash flow
Four tiles show Total income, Total spending, Net income (income minus spending) and Savings rate, each compared with the period before. Then choose a view:
View | What it shows |
|---|---|
Flow | A flow chart: your income on the left, splitting into where it went on the right. What you didn't spend ends in Savings; spending beyond your income comes from Shortfall. |
Bars | Income going up and spending going down for each part of the period, with a line for what was left. |
Table | The same figures period by period, with a row for the whole period. |
In the Flow view, Show by names your spending by Groups, Categories or Both (groups, then their categories; not on phones). Under the chart, the Income list shows who paid you and the Spending list shows where it went.
Spending and Income
These tabs show the total, an average (monthly, weekly or daily, depending on the period), the biggest item and the number of transactions. Choose Bars or Donut, and break it down by:
- Spending: Categories, Groups or Merchants.
- Income: Payers (who paid you, the default) or Categories.
Under the chart, a ranked table shows each item's share, how it changed since the period before, and its amount.
See what's behind a number
Click a category, merchant, bar or row to open those transactions on Transactions, with the same dates and filters. A group opens into its categories. On a touch screen, tap once to see the details, then tap again to open them.
How the figures are counted
How these are counted, under the page title, sums up the rules:
- Income is money filed under income categories.
- Spending is everything filed under other categories, with refunds taken off what they refund. A returned TV lowers Shopping; it isn't income.
- Loan payments count as bills, unless the loan's own account is connected and the payment is matched to it as a transfer.
- Transfers between your accounts, card payments, ignored transactions and investment accounts are left out, and so is anything without a category until you give it one.
When some transactions have no category, the same “not counted yet” note as on the Overview appears. On Reports you can fold it to one line with its ×. For a period that's over, Net income matches the Overview's Left over.