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Index

Reports

The budget software offers various charts and reports. Information is presented in numerical and graphical form.
 
Reports
1

View

  • Overview - summary for the selected period divided by categories, family members, etc. Pie chart or bar chart.
  • Trend. Charts: line, bar or area chart.
  • Report on income.
  • Report on expenses.
  • Include transfers into report.
  • Include loans into report.
  • Select columns for the list of transactions below.
2

Group by

Group data by income and expense, categories, family members, payee and projects.
3

Chart type

Chart type. Pie chart or bar chart for summary and line, bar or area chart for trends.
4

Period

  • Day - trend divided by days for the selected period of time. Minimum period is two days.
  • Week - trend divided by weeks. Minimum period for creating a chart is two weeks.
  • Month - trend divided by months. Minimum period for creating a chart is two months.
  • Quarter - trend divided by quarters. Minimum period is six months.
  • Year - minimum period is two years.
5

Settings panel

6

Filters

Show / hide filter panel.
7

Legend

Double-click the name of any category to view a report about its subcategories. You can select only those items that you want to see on the chart.
  • Level up.
  • Select all.
  • Clear all.