Reports
Understand where this month's money went.
Reports explain external income, external spending, cash surplus, and savings allocation for the selected period. They show money flow rather than combined budget balances.
Illustrative example
Follow the flow of money
- Select a month with recorded income and expenses.
- Compare external income with external spending and the resulting cash surplus.
- Review savings allocation separately; internal transfers do not count as external spending.
Example amounts and scenarios are illustrative, not a promise of financial results.
In practice
Make the next decision with a clearer picture.
Who it's for
For anyone reviewing income and spending after transactions are recorded.
What you do
Choose a period and accessible budgets to see the breakdown of money in and out.
What you learn
See how much income remained and how much you directed toward savings.
Availability
Reports are available with an active account, including Free. Advanced Analytics is a separate view that requires an active paid plan.
See plan details