Reports are built from stored transactions only. Nothing in a report is modelled or filled in: if a row is not in the workspace, it is not in the report.
Report types
- Executive summary: income, expenses, net flow, top categories, top merchants, recurring load and unusual activity
- Category report: spend by category over the period with period on period movement
- Merchant report: spend by merchant, transaction counts and concentration
- Cash flow report: money in, money out and net by month
- Transaction report: the full row list for the period, filterable and exportable
- Recurring expense report: every detected subscription with monthly and annual cost
- Project report: spend grouped by project tag
- Tax oriented expense report: deductible style grouping, labelled as an estimate
Output
- On screen, with the transactions behind every figure reachable in one click
- PDF, for sending to an accountant
- CSV, for a spreadsheet
Limits
- Consolidated multi entity reads are capped at 20,000 rows per run, and the report states when the cap was reached
- Rows still in review are included and marked, not silently excluded
- Tax oriented reports are estimates and are not tax advice