Reporting Basics
Reports let you analyze your spendings and income through four different tools: categories, tags, trends and transactions.
They are generated from a set of transactions that can be filtered down. By default, transactions for the current month and across all accounts are analyzed. You can change the filter by:
- selecting a different timeframe
- selecting a category or tag directly by clicking on the corresponding chart element
- using custom reports, generated from a set of filtering rules
To choose a personalized timeframe
Click on the date selector button, on the right hand side of the current time frame label.
Select the starting and ending date, or select a preset timeframe in the "Presets" pop up button.
To append a category to the filter list
- Select the "Categories" reporting tool.
- Directly click on the pie slice of the category to append.
To append a tag to the filter list
- Select the "Tag" reporting tool.
- Directly click on the bar corresponding to the desired tag.