Overview

The Reports page offers four analyses of your flows:

• Spending — breakdown of your spending by category, group, payee, or account,
• Income vs Expense — monthly comparison of what comes in and goes out,
• Net worth — how your net worth evolves over time,
• Cash flow — your cash flow, period by period.

Customizing a report

Each report is configured independently:

• Breakdown or Trends as the display mode,
• grouping by Category, Group, Payee, or Account,
• a period of 3, 6, or 12 months,
• Exclude transfers, for the breakdown by Payee or by Account: the breakdowns by envelope or by group, and the period totals, always ignore movements between your own accounts.

To hide amounts (screen sharing): Settings → Preferences, ⌘P (Ctrl+P on Windows and Linux) or the command palette.

Currencies and reports

If you use several currencies, a missing exchange rate is flagged directly on the affected report — see Multiple currencies.