Reports
Generate detailed financial reports. Analyze spending trends over time and export data for deeper insights.
Deep Financial Analysis
Create custom reports to understand your financial patterns. Compare time periods, track category trends, and identify opportunities for improvement.
Whether you're preparing taxes, reviewing your year, or analyzing specific spending categories, powerful reporting tools give you the insights you need.
Spending by Category
See exactly where your money goes. Break down spending by category with detailed charts showing percentages and dollar amounts.
Time Comparisons
Compare this month to last month, this year to last year. Spot trends and see how your spending habits are changing over time.
Export Data
Export reports to CSV or PDF for tax preparation, accountant review, or deeper analysis in spreadsheet software.
Custom Filters
Filter by date range, account, category, merchant, or any combination. Get exactly the data you need for any analysis.
Data-Driven Financial Decisions
Transform raw data into actionable insights that help you optimize spending and reach your financial goals faster. Knowledge is power.