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Reports

Reports is a set of dashboards, shown as tabs. Each one is a grid of charts: net worth, income and expenses, spending by category, spending trends, a transaction calendar and any custom reports you've saved.

Report dashboardsReport dashboards
  • Date range sets the period for every chart on the dashboard; a chart can also keep its own.
  • Edit layout lets you drag and resize charts, and Add widget adds more.
  • A chart's ⋮ menu opens its full view, with summary figures, a bigger chart and the numbers behind it, ready to export as CSV.
  • Custom Report opens the report builder.
A report's full viewA report's full view

Read Reports in the guide.