Reports
| Report name | Folder | Description | Rows | Date |
|---|---|---|---|---|
| Transactions by Account | Transaction | View transactions grouped by account. | Account | Year to Date |
| Transactions by Category | Transaction | View transactions grouped by income and expense categories. | Category | Year to Date |
| Transactions by Month | Transaction | View transactions grouped by month. | Time | Year to Date |
| Transactions by Payee | Transaction | View transactions grouped by payee. | Payee | Year to Date |
| Income & Expense by Category | Summary | Totals for each income and expense category, with net. | Category | Year to Date |
| Spending by Payee | Summary | Where the money went, by payee, largest first. | Payee | Year to Date |
| Spending: This Period vs. Last | Comparison | Each category this period against the same length of time before it. | Category | This Month |
| Net Worth over Time | Net Worth | Month-end assets, debts and net worth. | Time | Last 12 Months |
| Profit & Loss | Business | Income, expenses and profit for a business, by category. | Category | Year to Date |