Reports
Every report has filters and downloads as CSV, Excel and PDF (charts included in the PDF).
Report 1Transaction ledgerEvery transaction with filtersReport 2Income vs expenseMonthly, quarterly or yearly summaryReport 3Category-wise summaryIncome and expense by categoryReport 4Payment-mode summarySpend and income by payment modeReport 5Bank account statementPer account with running balanceReport 6Balance summary on a dateAll accounts and cards on any dateReport 7Credit card statementSpends, payments and outstandingReport 8Card outstanding and duesOutstanding, limit and due datesReport 9Net Available Funds over timeActuals and projectionReport 10Cash flow forecastDay-wise or month-wise, negative datesReport 11Recurring items scheduleActive series and monthly commitmentReport 12TransfersOwn-account moves and card bill paymentsReport 13Month and year comparisonMonth-on-month and year-on-yearReport 14Uncategorised transactionsEntries waiting for a categoryReport 15Import historyFiles and messages imported