Reports answer “what happened?”
Your budget is the plan; reports show the outcome. Reports are built from your transaction history and help you spot trends without digging through registers.
Spending breakdown
Category spending reports group your outflows by category so you can quickly see where your money is going over a selected time range.
Net worth trend
Net worth reports look at your account balances over time (assets minus liabilities). It’s normal for net worth to move in waves month-to-month; the trend matters more than any single day.
Common questions
- “Why doesn’t this match my budget Activity?” Budgets are month-based and category-based; reports are typically range-based and may group data differently.
- “Why is this category missing?” A category with no activity in the selected range may not appear in the top-level breakdown.
Related
If you’re trying to understand a single month’s numbers, start with: Assigned, Activity, Available.
Want a tour?
The Learn guide includes a tour of the reports area: Reports & Analytics.