Finance

Finance Reports

Income, spending and trends over any period.

Finance Reports turns the ledger into something you can read. Look at income against expenses for a month, a quarter or a year, break spending down by category, and follow the trend rather than a single month that happened to be unusual. Everything is derived from the transactions already recorded, so a report never needs assembling by hand.

Key Features

  • Income against expenses for any period
  • Spending broken down by category
  • Trends across months rather than a single snapshot
  • Built from your existing transactions, with nothing to re-enter

Use Cases

  • A year-end look at where money went
  • Checking whether spending is actually falling
  • Producing a summary for a partner or an adviser

Ready to bring it all together?

Create your account and try every Personal Pro feature free for 14 days. No card required, and nothing to cancel: when the trial ends you simply carry on with the free plan.