Reports overview

Summary charts, filters, and the four report tabs — Summary, Cash flow, Goals, and Bills.

The Reports tab turns your entries into charts and breakdowns. Use it to understand patterns, check budgets, plan cash flow, and see upcoming bills.

Four report tabs

At the top of Reports, switch between:

Tab	What it shows	Guide
Summary	Spending overview, insights, budgets, category and method breakdowns, charts	This page (below)
Cash flow	Money in vs out over months or years	Cash flow report
Goals	Savings contributions and goal stats	Goals report
Bills	Upcoming scheduled bills (14-day view)	Bill calendar

Summary tab — in detail

Period filter

Same options as the Dashboard: Today, This week, This month, Custom range, All time, etc.

Wallet and tag filters

When you have multiple wallets or tags, use filter chips at the top to narrow the report. Combine wallet + tag for precise views — for example, “Credit card” wallet + “vacation” tag.

What you will see

Net balance for the period
Quick insights — highlights about spending patterns
Budget utilization — how much of each budget you used
By category — pie or bar breakdown
By payment method — where spending left from
Over time charts — daily, weekly, or monthly trends depending on period length

Stealth mode

With stealth mode on, chart totals are masked. Press and hold to peek.

Cash flow tab

Long-range income vs expense trends — 3, 6, or 12 months, or up to 5 years. Includes a What-if planner to estimate savings if you trim top categories.

Requires cloud sync and an internet connection for full data. See Cash flow report.

Goals tab

Contribution totals and per-goal statistics for the selected period. Requires signed-in account with savings goals. See Goals report.

Bills tab

Same view as the Bill calendar — upcoming scheduled entries for the next two weeks. See Bills calendar.

Reports run on data stored on your device. Cloud sync brings entries from other devices, then reports use the merged local copy — the math is always from what is on the phone or browser you are using.

Performance

Very long histories (years of daily entries) may take a moment to load. Narrow the period or wallet filter if charts feel slow.

Web vs phone

Platform	Notes
Phone	Swipe charts horizontally where needed
Web	Mouse wheel may scroll wide chart areas; more columns visible on wide screens

Export for spreadsheets

For tax prep or custom analysis, export JSON or CSV from Settings → Data and open in Excel, Google Sheets, or similar.

Tips

Goal	Where to look
Top spending category	Summary → category breakdown
Am I over budget?	Summary → budget utilization
Can I afford next month?	Cash flow tab — try the What-if card
What bills are due?	Bills tab
Vacation spending only	Summary + tag filter “vacation”

Open Reports