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Reports that read straight from the ledger

Every chart is drawn from the same rows the register holds, never a copy. Tick the accounts that count, read the month, take the file with you.

Start freeSee how forecasts work
  • Net worth
  • Cash flow
  • Spending by category
  • Spending by payee
  • Subscriptions
  • Savings rate
  • Category trends
  • Budget adherence
  • Income by source

9 reports, the same numbers the app shows

Three reports, one month

Every bar and line is drawn from the exact cents in your ledger, so what you see is what you hold.

Cash flow

Income against expense, month by month, with the net line in your base currency. Pick a range of up to five years and the chart redraws.

Net worth

Month-end balances across every account, or only the ones you tick. Untick a loan or a tracking account and the headline, the chart and the export move together.

The net worth report: month-end balances as a line chart, with the account scope picker

Spending by category

Where the money went, largest first, with the payee report beside it. Income rows stay out: they live in cash flow.

Every report kind, by scope and export

One account scope on every transaction- or balance-backed report, and the same three export formats for all of them.

  1. Net worth

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  2. Cash flow

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  3. Spending by category

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  4. Spending by payee

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  5. Subscriptions

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  6. Savings rate

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  7. Category trends

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  8. Budget adherence

    Account scope
    No
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

  9. Income by source

    Account scope
    Yes
    CSV
    Yes
    PDF
    Yes
    XLSX
    Yes

Budget adherence stays household-wide: assignments are not tied to an account, so an account filter would only skew the spent side.

Exports that carry the brand

Ask for a file and a background job builds it from the exact scope and range the page showed. When it is ready a link appears; the file keeps its typeface, its colours and its tabular numbers.

  • CSV, PDF and XLSX, branded

    The PDF is set in Geist with tabular money columns; the spreadsheet keeps numbers as numbers with the currency format applied; the CSV stays plain for any tool.

  • A job, then a link that expires

    Exports run as a background job. The download link is presigned and lives for five minutes; ask again and a fresh one is signed.

  • Ninety days, then gone

    Finished files are kept for 90 days and then purged.

Next: the forecast
The reports hub, where every export starts

Keep exploring

Read your month, then export it

Start with a connected account or an imported file. The reports fill as the ledger does.

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