📊 Reports & Analytics Guide
Understand your spending patterns with visual reports and analytics. Make data-driven financial decisions.
Dashboard Overview
Your dashboard shows key financial metrics at a glance:
💵 Current Balance
Your actual money right now after all transactions.
💰 Current Saving
Money not allocated to any budget group.
📊 Period End Balance
Projected balance at end of current period.
📈 Hanging Money
Available money after all budgets and expenses.
Income vs Expense Charts
Visual breakdown of your spending:
- Pie charts: See percentage of spending by category
- Bar charts: Compare income vs expenses
- Trend lines: Track changes over time
Period Comparisons
Compare different periods to identify trends:
- Month-over-month: See if spending is increasing or decreasing
- Budget vs Actual: How well did you stick to your budget?
- Category trends: Which categories are growing?
Using Reports to Improve
Action Steps:
- Identify problem areas: Which categories are over budget?
- Find patterns: When do you overspend?
- Set realistic goals: Adjust budgets based on reality
- Track progress: Are you improving month-to-month?
- Celebrate wins: Acknowledge when you stay on budget
Next Guide:
Advanced Features Guide