Guide · Reports
Numbers that leave the app gracefully.
Reports read the same live data as everything else, and anything you can see, you can export.
Step by step
Numbers that leave the app gracefully.
Pick a report
Net worth, cash flow, spending by category or payee, savings rate, subscriptions, category trends, budget vs reality, forecast.
Set the range once
Presets or custom dates: the range lives in the URL, so a bookmarked report reopens exactly where you left it.
Export in the format the recipient wants
CSV for spreadsheets, XLSX for accountants, PDF for humans: the PDF ships in the vokse look, set in Geist.
Find past exports under Recent
Every export is kept 90 days with its status; re-download without regenerating.
Quick answers
Try it yourself
Every guide works during the free trial. No card needed.