Trend Reports

Trend reports provide an overview of how totals change month by month, for category groups, categories (expense and income), vendors, or payers within the selected period.


Opening the Trend Report

    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 Trends in the toolbar of the Reports page.
  • In the mobile app, tap the Report Type dropdown in the top toolbar and select Trends.
By default, no trend report is displayed. You must add a trend report first.


Adding a Trend Report

    Click Manage next to the Trend Report dropdown in the page header.
    Select Add Trend Report.
    In the Add Trend Report dialog, select what the trend report should track from the Add Trend Report for dropdown:
  • Expense Category Group (ECG)
  • Expense Category (EC)
  • Income Category Group (ICG)
  • Income Category (IC)
  • Vendor
  • Payer
    Based on your selection, the corresponding dropdown list(s) appear.
  • Expense Category Group (ECG): Select an expense category group
  • Expense Category (EC): Select an expense category group and category
  • Income Category Group (ICG): Select an income category group
  • Income Category (IC): Select an income category group and category
  • Vendor: Select a vendor
  • Payer: Select a payer
    Click Add Trend Report.
The report name is automatically generated from the selected item.


Selecting a Trend Report

    Click the Trend Report dropdown in the page header.
    Select the trend report you want to view from the list.


Reordering Trend Reports

    Click Manage next to the Trend Report dropdown.
    Select Reorder Trend Reports.
    In the dialog, drag and drop trend report names to change their order.
    Click Save.


Deleting a Trend Report

    Click the Trend Report dropdown and select the report you want to delete.
    Click Manage next to the dropdown.
    Select Delete Trend Report.
    In the confirmation dialog, click Yes.


Structure of the Trend Report Page

The Header

Trend Report

Displays the currently selected trend report.To switch reports, click the dropdown and select another report.

Manage

Click Manage to access the following commands:
  • Add Trend Report
  • Reorder Trend Reports
  • Delete Trend Report

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.


Period

The Period setting determines the time range used for the report summary.
Available options:
• Last 12 MonthsShows the previous 12 months, excluding the current month.
• Calendar YearShows the full calendar year from January to December.


Chart Area

The chart area displays a line chart showing monthly totals for the selected category group, category, vendor, or payer.
The chart always displays 12 months.


Table Area

Below the chart, a table displays the detailed monthly breakdown of the report.
The table is organized into rows representing months.
Each row shows:
  • the month and year
  • the monthly total for the selected category group, category, vendor, or payer