Reports
Income and expenses broken down by week, month, or category — useful for spotting trends or getting ready for tax season.
Why this matters
A single month's number doesn't tell you much on its own — seeing the trend across months, or which category is growing fastest, is what actually helps you make decisions.
What you can break down
By time periodWeekly or monthly views.
By categorySee which expense category is largest, or growing.
ExportableDownload a report as a file for your records.
Generating a report
- Open Finance → Reports
Choose your timeframe.
- Pick a breakdown
By category or by time.
- Export if needed
Download for your own records or an accountant.
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