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Reports
Reports rolls every transaction into a 12-month picture and lets you drill in by month or kind. This section covers what is shown, how the window works, the planned/recurring vs unplanned drill-down, kind filters, anchor month, activity drills and the multi-currency rules. Reports is a VIP feature.
Articles in this section
What the Reports page shows
12-month window: past 5 + this + next 6. VIP feature.
Posted vs expected — what each means
Posted = real. Expected = recurring + planned not yet posted.
Month drill-down — planned/recurring vs unplanned
Tap a month → in-place expansion → Planned / recurring vs Unplanned.
Kind filters in Reports
Six pill filters: All / Expense / Income / Invested / Lent / Transfer.
Change the anchor month
Use the "Anchor:" month picker to shift the 12-month window.
Account, category and person activity drills
Per-account / category / person mini-ledgers.
How Reports handles multiple currencies
Reports sums without conversion. Filter to single currency for clean totals.
Why is Reports asking me to upgrade?
Reports is VIP-only. Trial includes VIP for 30 days.
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