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 — asks first, then clears the criteria back to the report's defaults. Only enabled when something has changed.
• Print — in the ⋯ menu (pin it to keep it on the bar). On the web it opens the browser's print dialog, which also saves a PDF; on a phone or tablet the menu also offers Share as image and Share as PDF. Controls such as the settings panel and the view switch are left out of the printout. Every chart and table also has a full-screen button in its top-right corner.
• 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. The picker's Quick tab also offers Follow timeline window — the report then tracks the timeline strip whenever it moves (the range pill shows a link glyph and Timeline window · …, and Save keeps the link). Pick any other range, or Unlink timeline window, to stop following.
• Amount (conditional) — on transaction-level reports (Spending by category / payee, Transactions, P&L, Spending over time): keep only rows Over, Under, or Between an amount. Sign is ignored — pair it with the Show chip (Income / Expenses) for direction. Drill-downs carry the band into the Transactions list.
• 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). Your two classification axes appear under the names you gave them in Settings; the scope chips below the panel use the same names.
• Pivot (conditional) — on the P&L statement and Spending over time: switch the row axis between Category and either classification axis.
• View — Table / Bar / Area / Waterfall / Sankey, where each is supported by the report. Reshapes the same data without re-running it. Spending by category over time adds a Heatmap view — a category × month grid where darker cells mean more spent. On the Cash flow Sankey, a chip row above the chart splits income and expenses by a classification axis instead of by category once that axis is named in Book settings.
• 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 select it — a summary appears near the chart with actions like View transactions to drill into the underlying data. Tap again to deselect.
• On the Cash flow Sankey, selecting a bar also explains its flows: the bars it exchanges money with turn bold and show the amount flowing with the selected bar instead of their total, the wider ribbons carry their share, and Flows in the summary opens the full list — every inflow and outflow with its share and amount. Tap a row there to move the selection to that bar.
• 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.
• On the Spending pace report, the Categories: chips under the chart's Projection row toggle categories out of / back into the chart — without touching the report's saved criteria. The stat header shows the per-day allowance (what is left of the budget over the days left in the cycle, today included) next to your observed daily pace, and the Per category table under the chips lists each charted category's remaining budget and its own per-day allowance. Tapping a day on the chart also shows what the allowance was from that day on.
• Planned vs actual: while the period is still running, Actual is what is dated up to today and Projected is what is still to come (entries dated ahead plus the current plan, overdue instances included). Difference = Planned − Actual − Projected, so a negative value means the plan is beaten. Unplanned categories get their own rows; the Hide unplanned and Hide projected chips remove them (hiding the projection also drops it from the difference). Every column header sorts. The switch above the report offers three views: the Table, Bars (track = planned, solid = actual to date, dashed outline = still to come, tick = today, the difference on the right) and the Waterfall (one step per category walking to the total difference). In the Bars view, the line under each bar reads "… actual · … still to come · of … planned", with small swatches matching the solid and dashed parts; tapping a bar shows Still to come and Lands at (actual + still to come) next to Planned and Difference.