In this article, the sections comprise:
- Report home screen
- Net income detail screen
- Categories report
- Report for each member in a shared wallet
1. Report home screen
On the report home screen, you can see the following information:
-
Opening/ending balance
- Opening balance is the amount at the beginning of the selected time range for the wallet being viewed.
Opening balance = (Total income transactions - Total expense transactions) before the selected time range - Ending balance is the amount at the end of the selected time range for the selected wallet.
Ending balance: (= Total income - Total expenses) at the ending of the selected time range. - Note: Linked wallets will not display this section. If your Total Wallet includes any Linked wallets, this section will also not be shown.
- Opening balance is the amount at the beginning of the selected time range for the wallet being viewed.
- Net income: Net income is the amount of income left after subtracting all expenses during the selected time period
- Category report: Category Report provides a detailed breakdown of your spending or income by category.
- Members: Members in a shared wallet. If you don’t have a shared wallet, or if you're the only one recording transactions in it, this section will not be displayed.
- Debt/loan transactions
- Other transactions
2. Net income detail screen
👉 Get more information in Net income detail
3. Categories report
a. Income details
-
Total: The total of all income category transactions, depending on the settings.
- If in Settings you choose exclude from report, then:
Total = (All income transactions - Excluded transactions) within the selected time range. - If in Settings you turn off exclude from report, then:
Total = All income transactions within the selected time range.
- If in Settings you choose exclude from report, then:
- Compared to 3-month average chart: Get more information via the Trending Report
- Breakdown and trend charts
- Income Amount for Each Category in the selected time period.
b. Expense details
Similarly, on the Income Details screen, you will see information such as Total, Trending Report, Chart, etc.
However, on the Expense Details screen, you will also see an additional section showing the Estimated Daily Spending (Daily Average).
c. See report by categories
On the Overview Report screen, you can view categories report by selecting the "See report by categories" button. You can choose which category you want to view reports for by selecting the "Select category" button.
At the Select Group screen, you can choose the Income or Expense tab, and then select the category you want to view reports for.
Then you'll see the category report detail screen, which is similar to the Income/Expense detail screen mentioned in section 3.
Note: If you select a sub-category or a parent category where the parent accounts for 100% (i.e., there are no transactions in the sub-categories), only the trend chart will be displayed.
4. Report for each member in a shared wallet
To view member details in a Shared Wallet, following these steps:
- Go to the Reports tab from your Shared Wallet’s main screen.
- Scroll down to the Members section to see the list of members, along with their number of transactions, income, and expenses.
- Tap See details next to the member you want to view.
- On the next screen, you’ll see an income/ expense overview, a bar chart by time period, and category-based pie charts.
- Tap on any chart to view related transactions. You’ll be taken to a screen showing that member’s detailed transaction list by date.
Smarter reports help you gain insights and manage better!