Reports & Analytics Overview
Gain insights into your financial habits with powerful reports
Reports and analytics transform your transaction data into actionable insights. Visualize spending patterns, identify trends, and make informed decisions about your finances. Whether you need a quick overview or deep analysis, our reporting tools have you covered.
In This Section
Viewing Financial Reports
Access and understand your financial reports and analytics
Understanding Charts
Learn how to read and interpret different chart types
Pie Charts & Breakdowns
Visualize spending by category with pie charts
Exporting Reports
Download your financial data for external use
Monthly/Yearly Summaries
Review comprehensive summaries of your finances over time
Getting the Most from Reports
Review Regularly
Check your reports weekly or monthly to spot trends early and adjust your budget before overspending.
Compare Periods
Look at month-over-month or year-over-year comparisons to understand if you're improving your finances.
Focus on Categories
Use category breakdowns to identify where most of your money goes and find opportunities to save.
Export Data
Download reports for tax preparation, budget planning, or sharing with financial advisors.
Related Topics
Reports work best when combined with these features