Personal FinanceDocumentation

Guides

Overview

Introduction

Getting Started

Getting Started
Creating Your Account
Understanding the Dashboard
Setting Up Your Profile

Bank Accounts

Bank Accounts
Adding a New Account
Viewing Account Details
Editing Account Information
Managing Multiple Accounts

Transactions

Transactions
Filtering & Searching
Adding an Expense
Adding Income
Viewing Transaction Details
Editing Transactions
Bulk Editing
Deleting Transactions

Smart Input Features

Smart Input
Voice Input for Transactions
Receipt Scanning

Budgets

Budgets
Creating a Budget
Setting Budget Categories
Tracking Budget Progress
Editing Budgets
Budget Alerts

Goals

Goals
Creating a Financial Goal
Contributing to Goals
Tracking Goal Progress
Editing Goals
Completing Goals

Reports & Analytics

Reports
Viewing Financial Reports
Understanding Charts
Pie Charts & Breakdowns
Exporting Reports
Monthly/Yearly Summaries

Preferences & Settings

Preferences
Customizing Preferences
Notification Settings
Currency & Format
Account Settings

Tips & Best Practices

Tips
Budgeting Best Practices
Goal Setting Strategies
Organizing Transactions
Using Categories Effectively

Viewing Financial Reports

Learn how to access and view your financial reports

1

Navigate to Reports

Click on Reports in the main navigation menu to access your financial analytics.

Step illustration

2

Two Main Charts

The Reports page displays two visualization charts:

Category Spending Breakdown - Pie chart showing spending distribution across categories
Yearly Spending Chart - Bar chart showing monthly spending vs. budget limits

Step illustration

Additional illustration

3

Interactive Features

Both charts are interactive:

Hover over chart elements to see detailed tooltips
Use dropdown selectors to view different time periods
Pie chart: Current month + last 11 months
Bar chart: Current year + last 4 years

Step illustration