Reports

Pre-built and custom reports over your ledger data — spending, income, budget variance, net worth, cash flow.

Standard reports

• Spending by category — top expenses in the chosen window.
• Income by category — same for credits.
• Net worth — total balance across all accounts over time.
• Budget vs Actual — bar / waterfall comparison.
• Cash flow — Sankey of money in vs. money out.

Header icons

• Search — filter the report list by name.

Custom reports

Open a standard report and tap Save as in the report view to clone its settings into a new custom report. Custom reports persist in this book and survive backup / restore.

Tips

• Tap any chart segment to drill down to the contributing

transactions list.

• The Group-by chips inside a report drive the pivot axis; the

Date-range chips drive the window.

• Switch the view chip (Table / Bar / Area / Waterfall / Sankey) to

reshape the same data without re-running it.