Reports

FlyBudget has three places to look at your money over time: report dashboards, the custom report builder, and Cash Flow.

Dashboards

Reports is a set of dashboards, shown as tabs. Each one is a grid of charts (widgets). A new budget starts with an Overview dashboard; add more with + next to the tabs, and rename or delete them from the ⋮ menu on the right (Rename dashboard…, Delete dashboard; the last dashboard can't be deleted).

Widgets

Choose Add widget to add one of these, or any custom report you've saved:

Widget	What it shows
Summary	Total income, total expenses, average monthly expenses and average per transaction for the period.
Net Worth	Net worth over time, with assets and liabilities.
Income & Expenses	Income and expenses for each month.
Spending by Category	Your spending categories, biggest first.
Spending Trends	How spending in up to five categories changed over time (your top five, unless you pick them).
Transaction Calendar	Money in and out on each day.

Transfers between your accounts and balance adjustments aren't income or spending, so reports leave them out. Split transactions count each part in its own category.

Arranging a dashboard

Choose Edit layout to drag widgets around and resize them from their corners; choose Done when you're finished. Layouts are saved as you go. On a phone, widgets are shown one under another.

Each widget's ⋮ menu can Open its full view (Edit report for a custom report), Rename it, give it its own Date range, Freeze dates or Unfreeze, Move to another dashboard, or Remove from dashboard. Removed a widget by mistake? Press

Ctrl+Z (⌘+Z on a Mac) to undo.

Date ranges

The Date range bar at the top of a dashboard sets the period for all of its widgets: 1M, 3M, 6M, 12M, year to date, last year or all. These ranges are live: "last 6 months" moves forward as time passes. Frozen keeps exact months instead: it starts with the months the range covers today and opens a month picker, where you choose the first and last month and click Done.

A widget can keep its own range; the bar then says how many widgets do, and the widget's title shows a pin. Choose Use dashboard range in its full view to go back to the dashboard's.

Short ranges show more detail: Net Worth draws a point for each day for ranges up to three months, and Spending Trends shows a running total by day for a single month.

Full view

Open a widget for its full view: four summary figures, a larger chart, and a table of the numbers behind it. Export CSV saves that table. Change the range here and choose Save to widget to keep it; for Spending Trends you can also pick which categories to show.

The Transaction Calendar shows each day of up to three months as a square with a green bar for money in and a red bar for money out. Longer ranges become a heatmap, one small square per day, colored by whether more came in or went out. Click a day to list its transactions.

Custom reports

Custom Report opens the report builder. Choose:

• Chart Type: bar, stacked bar, line, area, donut or table.
• Mode: Total for the whole period, or Over Time for each month.
• Group By: category, category group, payee, account or month.
• Balance Type: expenses, income or net.
• Date Range: 1M, 3M, 6M, 12M, year to date, last year, all, or custom months (chosen from a month picker).
• Accounts and Categories to include.

The chart updates as you change the settings. Save it to reopen later from the list at the top; saving adds it to a dashboard as a widget, and Update saves changes to a saved report. Export downloads the numbers as CSV.

Cash Flow

Cash Flow draws where your money came from and where it went for a period: income sources on the left, flowing into category groups and then single categories, with what you saved on top. Above it are your total income, total expenses, net income and savings rate.

Pick the period at the top (1M, 3M, 6M, this year, last year or custom), and use Export CSV to save the numbers.