Report

The drill-down view for a single report. Whatever you pick on the Reports list lands here with the saved settings applied.

Header icons

• Favourite — star this report so it pins to the top of

the Reports list across all books.

• Settings — open the criteria panel (date range, accounts,

categories, group-by). Changes preview immediately.

• Reset — discard your in-session edits and restore the

report's saved settings. Only enabled when something has changed.

• Print — open a printable view (web only for now).
• CSV — export the current data table to CSV.
• Delete — only on customised / Personal reports.

Chip strips

• Date range — This month, Last 3 months, *Year to

date, Custom, etc. The Custom* mode reveals a date-pair picker below the chips.

• Group by — the pivot axis. Available values come from

the report's seeded mask (e.g. category-based reports won't offer Account; cash flow doesn't offer Group by at all).

• View — Table / Bar / Area / Waterfall /

Sankey, where each is supported by the report. Reshapes the same data without re-running it.

• Include (conditional) — Budget / Recurring toggles

on reports that can project unbooked figures into the future. Net worth shows both; the Transactions list shows just Recurring; other reports suppress it.

Saving changes

• Save — writes your in-session edits onto the same

report row.

• Save as — clones the current settings into a new report

in your Personal section.

Tips

• Tap any chart segment to drill down to the contributing

transactions list.

• The Net worth report has a forecasting region past today

(recurring + budget projections) rendered with a dim overlay so you can see where the projection starts.