Reports
Reports is where you open the built-in analytical views — spending over a period, income versus expense, balance over time, and net worth. Use Reports when you want a dedicated report layout and date controls rather than the day-to-day register or the Spending chart page.
What you can open
| Report | What it shows |
|---|---|
| Spending | Category spending for a date range — see View a spending report |
| Income vs expense | Income and expense totals over time — see View income vs expense |
| Balance over time | Account balances across a period — see View balance over time |
| Net worth over time | Net worth trend — see View net worth over time |
Choose a date range that fits the question you are asking — see Choose a report date range.
Reports vs Spending vs Transactions
| If you want to… | Use |
|---|---|
| A formal report with period controls | Reports |
| A quick category donut and drill-down this month | Spending |
| Edit or filter individual transactions | Transactions |