Reports

Reports is a Premium Subscription feature. It provides different reports that shows different aspects of your finance. You can run the report by choosing them from the list. Once a report generated, it can be emailed, which will be attached to the email in HTML format, or saved in CSV format.

Period Transactions Report: Report shows the detail of current period transactions for the current account.

Budget/Actual Account Report: Report shows the actual values against the budget for the current period and the current account

Budget/Actual Summary Report: Report shows the actual values against budget for the current period for all accounts

Category Totals Report: Report shows the category totals for the current period

Category Detail Report: Report shows the categories and their transactions by grouping them

Accounts Summary Report: Report shows Total amounts and balance for all accounts.

Overdue Transactions Report: Report shows overdue bills. All unpaid bills due before today are qualified as overdue.

Accounts YTD Report: Report shows income and expense totals and the balance for last 12 periods

Forecast Summary Report: Report shows the income and expense forecast for the next periods. It asks the number of periods

Forecast Detail Report: Report shows the transactions in the forecast for the next periods. It asks the number of periods

Transactions by Date Report: This is a similar Period Transactions report but it asks start and end dates