Reports

See where your money went, how it compares with your plan, and what is coming.

• Reports overview ConceptWhat the Reports home shows, how a report page is laid out and what every report counts.
• Report controls ReferenceThe period chips, Pick months, compare, accounts and Filters on report pages, and which report has which.
• Save a report viewKeep a report's period, accounts and filters as a card on the Reports home, and put the cards in your own order.
• Check your plan with Plan vs actualSee how this month, or a longer period, is going against your plan, category by category.
• Read Income and cash flowSee how much came in, where it went by kind, and what was left over for a month or a longer period.
• See what's aheadCheck whether your balance falls below a warning line in the next 30, 60 or 90 days.
• See where your income comes fromTotal your income for a period, compare it with the period before and see which sources are Steady or Irregular.
• Find where your money wentRank spending by kind, group, category, payee or tag, open a row to see its transactions, and chart it over time.
• Review your givingSee what you gave, who received it and what share of your income it was, by recipient or category.
• Print a year-end giving statementPrint or save a record of every gift from one calendar year, grouped by recipient.
• See where your income goesSplit a period's income into what you gave, saved, paid to debt, spent and had left over, and set a target for each share.
• Compare this year with last yearCompare one year with another over the same months and see which categories changed the most.
• Track your net worthSee what you own minus what you owe today, how it changed, and each account's balance over time.
• A report's numbers don't match what I expect TroubleshootingWhy a report total can differ from your accounts, the Budget page or another report, and how to fix it.