Reports
Where the money went, by period or month by month, with CSV and PDF downloads.
Reports has two tabs: By period and Monthly.
By category
Change the period. Left after spending is income minus spending; it isn't confirmed savings.
By period
Choose a period: This month, Last month, Last 3 months (the default), Last 6 months, Last 12 months, This year, or a Custom range of up to 24 months. Periods use whole calendar days in UTC.
You'll see:
- Income, Spending and Left after spending. Left after spending is income minus spending; it isn't confirmed savings.
- Cash flow over the period.
- By category, the top five first, then Show all.
- Top merchants, with how many transactions and how much you spent.
- A flow chart of where your money comes from and goes.
Select View budget analysis to compare your budgets with what you spent across the period.
Monthly
Pick a month (only months with transactions are listed) to see a one-page report: income, spending and net cash flow against the previous month, top categories and merchants, budget results, net worth and goals, and recurring charges that started or stopped.
The net-worth change appears once the month is over. Pending transactions aren't counted until they post.
- Download CSV saves
euporia-report-YYYY-MM.csv, with one row per figure and the previous month alongside. - Print or save as PDF uses your browser's print dialog.
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