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
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