Reports
Analyze your financial data with detailed reports
Total Income
$93,400
+12% vs last year
Total Expenses
$57,900
+8% vs last year
Total Savings
$35,500
+18% vs last year
Savings Rate
38%
+3% vs last year
Spending Report
Detailed breakdown of your expenses by category
Income Report
Analysis of your income sources and trends
Net Worth Report
Track your assets, liabilities, and net worth over time
Tax Summary
Year-end summary for tax preparation
Monthly Income vs Expenses
Expense Breakdown
Housing
$2200Food
$800Transportation
$400Utilities
$250Entertainment
$200Shopping
$350Health
$200Other
$300Monthly Breakdown
| Month | Income | Expenses | Savings | Savings Rate |
|---|---|---|---|---|
| Jan 2024 | +$6,500 | -$4,200 | $2,300 | 35% |
| Feb 2024 | +$6,800 | -$3,900 | $2,900 | 43% |
| Mar 2024 | +$7,200 | -$4,800 | $2,400 | 33% |
| Apr 2024 | +$6,900 | -$4,100 | $2,800 | 41% |
| May 2024 | +$7,500 | -$4,500 | $3,000 | 40% |
| Jun 2024 | +$8,200 | -$5,200 | $3,000 | 37% |
| Jul 2024 | +$7,800 | -$4,800 | $3,000 | 38% |
| Aug 2024 | +$8,500 | -$5,100 | $3,400 | 40% |
| Sep 2024 | +$7,900 | -$4,700 | $3,200 | 41% |
| Oct 2024 | +$8,100 | -$5,000 | $3,100 | 38% |
| Nov 2024 | +$8,800 | -$5,500 | $3,300 | 38% |
| Dec 2024 | +$9,200 | -$6,100 | $3,100 | 34% |