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:

To choose a personalized timeframe

  1. Click on the date selector button, on the right hand side of the current time frame label.

  2. 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

  1. Select the "Categories" reporting tool.
  2. Directly click on the pie slice of the category to append.

To append a tag to the filter list

  1. Select the "Tag" reporting tool.
  2. Directly click on the bar corresponding to the desired tag.

To remove a filter from the list

Click on the filter in the filters bar.

SEE ALSO

Using custom reports