Expense and Income Reports

Expense and Income reports provide a breakdown of your spending and earnings by category groups and categories over a selected period.
Because both expense and income categories are organized into category groups, the structure of the Expense and Income report pages is identical.


Opening the Expense or Income Reports

    Select My Finances → Reports in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap Reports in the bottom toolbar.
    Select the report type:
  • In the web app, click Expenses or Incomes in the toolbar of the Reports page.
  • In the mobile app, tap the Report Type dropdown in the top toolbar and select Expenses or Incomes.


Structure of the Expense (Income) Report Page

The structure of the Expense and Income report pages is the same. The only difference is whether the report shows expense or income totals.


The Header

Period Navigation Controls

You can find the period navigation controls on the left side of the header.
These controls allow you to navigate between reporting periods using the left and right arrow buttons.
The navigation period depends on the Period setting (see below):
  • Month
  • Quarter
  • Year
For example, if the period is set to Month, the arrows allow you to move between months.


Total Sum

This value shows the total expense (or income) for the selected period.


Included Expenses (Incomes)

By default, all categories are included in the report.
To include or exclude categories:
    Click Included Expenses (Incomes).
    The Include/Exclude Expenses (Incomes) dialog appears.
    Deselect the category groups and/or categories you do not want to include in the report.
    Click Save.
If some categories are excluded, the color of the Included Expenses (Incomes) command changes from blue to orange, indicating that not all categories are included.
To include the previously excluded categories again:
    Click Included Expenses (Incomes).
    Select the category groups and/or categories you want to include.
    Click Save.
When all categories are selected again, the color changes back from orange to blue.


Account

By default, All Accounts is selected.This means that transactions from all accounts are included in the report.
To filter by a specific account:
    Click the Account dropdown list.
    Select the account you want to include in the report.
To include transactions from all accounts again, select All Accounts.


Order of Items

You can change how the category groups and categories are ordered in the report.
The following options are available:
Original OrderCategory groups and categories appear in the same order as defined on the Expense Categories or Income Categories pages.
Order by AmountCategory groups and categories are sorted by their total amount, with the highest values shown at the top.


Period

The Period setting determines the time range used for the report summary and navigation.
Available options:
  • Month
  • Quarter
  • Year
For example:
  • If Month is selected, the report summarizes transactions for one month.
  • If Quarter is selected, the report summarizes transactions for a three-month period.
  • If Year is selected, the report summarizes transactions for the entire year.


Chart Area

The chart area displays a donut chart that visualizes the distribution of expenses (or incomes) among the category groups for the selected period.
Each segment of the chart represents a category group.
On the right side of the chart, the legend shows:
  • the category group name
  • the total amount for the period
  • the percentage of the total amount


Table Area

Below the chart, a table displays the detailed breakdown of the report.
The table is organized into category groups and categories.

Category Group Rows

Each category group row shows:
  • the category group name
  • the total amount for the selected period
  • the percentage of the total report amount

Category Rows

Inside each category group, the individual categories are listed.
Each category row shows:
  • the category name
  • the total amount for the selected period
  • the percentage of the total report amount
  • the percentage of the category group's total
Category groups can be expanded or collapsed to show or hide their categories.