Reports · 7 minute read
Read Trends and Export Your Records
Trends summarizes the records in your own workspace. Exports give you a portable copy for the exact dates you choose.
Explore Trends
Use the month controls to change the reporting period. Review income versus spending, top categories, savings rate, account mix, net worth, money age, and the detailed cash-flow diagram.
Hover for detail
Charts and the cash-flow map reveal exact values on hover. The Sankey-style view follows money from income sources through savings or spending groups and into categories.
Choose an export range
Open Exports and enter the From and Through dates. The export includes only records from your own workspace within that date range.
Choose CSV or PDF
CSV is best for a spreadsheet or further analysis. The designed PDF is best for reading, printing, or sharing and can include the profile information you entered.
Continue at Your Own Pace.
Your workspace saves the records you submit, so you can complete the setup a section at a time.
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