Generating Reports

Generating Reports

Reports summarize your financial activity so you can make informed decisions. Use them to review trends, share updates, or export data for deeper analysis.

Common Report Types

• Net worth summary
• Cash flow trends
• Budget performance
• Account balance history

Filter and Customize

Narrow reports by date range, account, category, or tags to answer specific questions.

Export Options

• CSV for spreadsheets and analytics tools
• PDF for sharing with advisors or stakeholders

Share Insights

Download your reports and share them with your team, accountant, or financial advisor for faster decision-making.

Related articles

• Financial ForecastingUse forecasting tools to project your financial future and plan accordingly.
• Recording TransactionsLearn how to record income, expenses, transfers, and investment transactions.
• Understanding Net WorthLearn how net worth is calculated and how to interpret your financial projections.