Reports overview
The seven built-in reports and what each one is good for.
The reports
- Income vs expense — paired bars per month. Quick sanity check that you're spending less than you earn.
- Net worth over time — line chart of every account's month-end balance summed. The single most useful long-horizon number.
- Spending by category — treemap of where your money actually went. Pick the window.
- Monthly trends — small sparklines for the top 12 categories. Spot creeping growth.
- Debt overview — balances on every credit card and tracking liability with payoff projections.
- Assignment history — what you assigned vs what you spent, per category, over the year.
- Cashflow projection — forward 3, 6, or 12 months from current balances + scheduled transactions + goal funding.
How charts react
Every chart reads directly from the active profile. Edit a transaction in the register and the chart updates the next time you view it. Switching the theme recolors the charts immediately — colors come from CSS custom properties, not hard-coded values.
Every report has a print stylesheet that hides the chrome, scales the chart to fit the page, and prints the companion data table next to it. Print preview before you print.