Reports overview

Reports help you understand what happened across a period, not only on one day.

Available views

Use reports to compare income and expenses, review spending by category, inspect recurring costs, follow cash flow, and track net worth.

Date ranges

Change the date range to compare months, quarters, or longer periods. Consistent categories make comparisons much more useful.

Where reports get data

Reports use your transactions, categories, accounts, and exchange rates. If a report looks wrong, first check transaction categories and account balances.