📊 Reports

Reports give you a visual overview of your spending. See income vs expenses over time, spending by category, and how your budget splits across needs, wants, and savings.

What you’ll see

• Income vs expenses chart — Monthly trend over the last 6 months
• Spending by category — Bar chart for the selected month
• Needs / Wants / Savings donut — 50/30/20 breakdown
• Spending table — Detailed breakdown by category group

Use the month navigator to change the selected month. Reports are based on your budget data and transaction activity.