Report controls

Report pages share one set of controls. Each report shows only the ones that apply to it.

Which report has which control

Period chips

The chips run in this order: This month, Last month, Last 3 months, Last 12 months, This year, Last year, then Pick months. The chip for the period on screen is outlined.

Today is your local date. A report opens on one of these:

• This month: Plan vs actual, Income and cash flow, Spending.
• This year: Giving.
• Last 12 months: Income, Where income goes.
• 1 year: Net worth.

Pick months

Pick months opens a small form under the chip. A range can cover up to 10 years. The form has two choices:

• Whole months is the default. Use the year arrows, then select the first month and the last month. For one month, select it once. A range can cross a year. A range that ends in the current month stops today.
• Specific days has From and To date fields. It is offered on Income and cash flow, Spending, Income and Giving.

Nothing changes until you select Apply. Switching between the two choices keeps the dates when it can. Plan vs actual and Spending then show the dates under the chips, for example "Showing Sep 1, 2025 – Feb 28, 2026." Income, Giving and Where income goes show this line for every period, and Income and cash flow while vs previous is on.

On a phone, Pick months on Income and Giving opens in a dialog.

Compare

Compare shows a second period beside the first. Turn it on with vs previous (Income and cash flow), vs last year (Giving) or the No compare menu (Spending, which offers both). Select the control again, or choose No compare, to turn it off. On Income and cash flow and Giving, the chart draws the compared period as a dashed line, and the legend under the chart names it Compared period.

Income and cash flow, and the change line on Income, differ when the period ends in the current month: the earlier period stops on the same day of its last month. On October 7, Last 3 months is compared with May 1 through July 7.

Accounts

The accounts chip reads All accounts, an account name or a count such as "3 accounts". Select it to open a list of your on-budget accounts and, under Off-budget, your off-budget accounts. Choose the accounts to count, then select Apply. Clear unselects every account. With none selected, all accounts count. A closed account is marked "(closed)".

Every list offers off-budget accounts, but only Net worth counts them. On Looking ahead, the list holds open on-budget accounts.

Under the headline, the Counting line names the accounts counted, for example "Counting: Checking, Savings". If the names are too long to fit, it gives a count instead, such as "Counting 6 accounts". Select the count to open the accounts list. The line appears on Income and cash flow, Giving, Income, Year over year, Net worth and Looking ahead.

Spending filters

On Spending, select Filters to open a panel (on a phone, a dialog). The label shows how many of the three lists are in use, such as Filters (2).

Select all and Clear all act on the tab you are on. Apply applies all three tabs together. A transaction counts under a tag filter when it has any selected tag. Selecting every category is the same as selecting none.

If the choice is too large to keep, the panel says "That is too many separate choices to keep. Tick whole groups instead." and Apply is unavailable.

Links at the bottom of a report

Spending adds a Plan vs actual link that opens the same period there. Where income goes adds Targets.

What each CSV file holds

In every report file that lists categories, a category you have hidden is written as its name followed by " (hidden)", for example Old Gym (hidden). No column is added. The giving statement file writes the plain name, and the file from Export transactions does too.