Reports
The Reports page gives you a visual overview of your financial position and spending patterns.
Net Worth
The Net Worth tab shows how your total financial position changes over time.
What You See
- Current net worth — total assets minus total debts
- Month-over-month change — how much your net worth shifted
- Assets total — sum of all checking, savings, cash, and investment accounts
- Debts total — sum of all credit card balances
Trend Chart
A line chart plots your net worth month by month from when your budget started through the current month. Hover over data points to see exact values.
Spending
The Spending tab breaks down where your money goes.
Time Range
Toggle between:
- Selected month — spending for the currently viewed budget month
- All time — cumulative spending across all months
Spending Breakdown
A donut chart shows your top spending categories by percentage. Categories beyond the top group are combined into "Other" so the chart stays readable.
Below the chart, each category is listed with:
- Category emoji and name
- Percentage of total spending
- Amount spent
Top Spending Categories
A ranked list of your highest-spend categories, sorted by amount. Shows up to 10 categories with percentage breakdowns.
Next Steps
- Understanding categories — set targets to control spending
- Recording transactions — keep your data accurate for better reports