Reports

Overview

The Reports section provides summary information about your income and expenses for a selected period. Unlike the expense list, data here is aggregated — you see totals by days, weeks, months, years, or categories.

How to Open

In the sidebar, click Reports — a submenu will expand with available reports.

Report by Periods

Displays a table with income, expense, and balance totals grouped by time intervals. Data is shown broken down by currency.

Important

Only actual transactions are included in the report (not planned or transfers).

Filters

The top panel includes:

Filter	Description
Period	Date range selection (from — to). Default — current month
Group by	By days, weeks, months, or years. Default — by days
Page size	Number of rows per page

Table

Each table row contains:

Column	Description
Period	Date or interval (e.g., 15.02.2026 or 02.2026)
Currency	Currency code, color-coded
Income	Total income for the period (green)
Expense	Total expenses for the period (orange)
Balance	Difference between income and expenses. Green if positive, orange if negative

Tip

Click a column header to sort. By default, data is sorted by date (newest first).

Totals

At the bottom of the page is a collapsible Totals panel. It shows overall sums for the entire selected period by currency:

• Total Income
• Total Expense
• Total Balance

Pagination

Page navigation is located below the table — similar to the Finances section.

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing period, currency, income, expense, and balance information.

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Report by Categories

Shows where your money goes — top categories for a selected period with transaction counts, amounts, and percentages.

Important

Only actual transactions are included in the report (not planned or transfers).

Filters

The top panel includes:

Filter	Description
Period	Date range selection (from — to). Default — current month
Currency	A specific currency or all at once
Type	Toggle: Expense / Income / All. Default — Expense
Page size	Number of rows per page

Table

Each table row contains:

Column	Description
Category	Category name. Green — income, orange — expense
Transactions	Number of transactions in this category
Amount	Total amount for the category (always positive)
% of Total	Share of the total amount + visual progress bar

Tip

Click a column header to sort. By default, data is sorted by amount (highest first).

Totals

At the bottom of the page, a panel displays the total transaction count and total amount for the selected period.

Pagination

Page navigation is located below the table — similar to the Finances section.

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing category name, amount, transaction count, and a progress bar.

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Period Comparison

Compare income and expenses by category between two arbitrary periods. Clearly shows how your spending structure has changed.

Important

Only actual transactions are included in the report (not planned or transfers).

Filters

The top panel includes:

Filter	Description
Period A	First (baseline) period for comparison. Default — previous month
Period B	Second (current) period for comparison. Default — current month
Currency	A single currency. Default — RUB

Summary Cards

Above the table, three cards display period-over-period totals:

Card	Description
Income	Period B income and % change relative to Period A
Expense	Period B expense and % change
Balance	Period B balance and % change

Arrow color indicates direction: green — positive change, red — negative.

Table

Each table row contains:

Column	Description
Category	Category name. Green — income, orange — expense
Period A	Amount for this category in the first period
Period B	Amount for this category in the second period
Change	Absolute difference (Period B − Period A) with arrow and color
Change %	Percentage change. “New” — if the category only appears in Period B

Tip

Click a column header to sort. By default, data is sorted by change % (highest first).

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing category name, amounts for both periods, change, and percentage.

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Balance by Currency

Shows cumulative balance per currency across all time — how much money you currently have in each currency.

Important

Only actual transactions are included in the report (not planned or transfers).

Key Features

• No filters — the report automatically includes all transactions from all time
• No pagination — the number of rows is limited by the number of currencies used

Table

Each table row contains:

Column	Description
Currency	Currency code, color-coded
Total Income	Total income amount (green)
Total Expense	Total expense amount (orange)
Balance	Difference between income and expenses. Green if positive, red if negative
Last Transaction	Date of the last transaction in this currency

Tip

Click a column header to sort. By default, data is sorted by balance (highest first).

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing currency, balance, income, expense, and last transaction date.

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Family Report

Shows income and expense breakdown per family member — who earned and spent how much, and what share of total family expenses each member accounts for.

Family Mode Only

This report is only available to users with an active family. If you are not in a family, the “By Members” item does not appear in the menu.

Important

Only actual transactions are included in the report (not planned or transfers).

Filters

The top panel includes:

Filter	Description
Period	Date range selection (from — to). Default — current month
Currency	A single currency. Default — RUB

Summary Cards

Above the table, three cards display family-wide totals:

Card	Description
Total Income	Combined family income (green)
Total Expense	Combined family expenses (orange)
Total Balance	Difference between income and expenses. Green if positive, orange if negative

Table

Each table row contains:

Column	Description
Member	Avatar and name of the family member
Income	Member’s total income (green)
Expense	Member’s total expenses (orange)
Balance	Difference between member’s income and expenses
Transactions	Number of transactions
% of Total	Member’s share of total family expenses + visual progress bar

Tip

Click a column header to sort. By default, data is sorted by expense (highest first).

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing avatar, member name, income, expense, balance, and percentage of total.

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Regular Expenses

Analysis of recurring spending — subscriptions, utilities, and other categories that appear consistently across multiple months. Shows average monthly cost, min/max range, and total for each qualifying category.

Important

Only actual expenses are included in the report (not income, planned, or transfers).

Filters

The top panel includes:

Filter	Description
Period	Date range selection (from — to). Default — last 3 months
Currency	A single currency. Default — RUB
Min months	Minimum number of months a category must appear in. Default — 2

Summary Card

Above the table, a card displays the estimated monthly fixed expenses — the sum of averages across all regular categories.

Table

Each table row contains:

Column	Description
Category	Category name
Months Active	How many months out of the total the category appeared in (e.g., 3 / 3)
Avg / Month	Average monthly expense amount (orange)
Min	Minimum amount in any single month
Max	Maximum amount in any single month
Total	Total amount for the entire period (orange, bold)

Tip

Click a column header to sort. By default, data is sorted by average per month (highest first).

Mobile Version

On mobile devices, compact cards are displayed instead of a table, showing category name, months count, average amount, min, max, and total.

Forecast

Projection based on historical averages — shows how much you typically earn and spend per month, and how the current month is tracking against that baseline.

Important

Only actual transactions are included (not planned or transfers). The current incomplete month is excluded from historical averages to avoid skewing results.

Filters

Filter	Description
Basis Period	Number of past months to analyze: 1, 3, 6, or 12. Default — 3 months
Currency	A single currency to display

Summary Cards

Three cards at the top show historical monthly averages:

Card	Description
Avg Monthly Income	Average income per month over the basis period (green)
Avg Monthly Expense	Average expense per month over the basis period (orange)
Projected Monthly Balance	Average balance per month. Green if positive, orange if negative

Progress Table

Below the cards, a table compares the current month to historical averages:

Column	Description
Metric	Income, Expense, Balance, or top expense categories
Current Month	Actual value so far this month
Monthly Avg	Historical average for this metric
Projected	Extrapolated end-of-month value based on days elapsed
Difference	Projected minus average. Green if favorable, red if unfavorable

Tip

The projection uses a simple formula: current value / days elapsed * days in month. Early in the month the projection may be volatile — it becomes more accurate as the month progresses.

Mobile Version

On mobile devices, each metric is shown as a compact card with current value, average, projection, and difference.

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Spending Anomalies

Detects unusually large transactions and peak spending days based on a configurable threshold compared to your category averages and daily averages.

Important

Only actual expenses are included in the report (not income, planned, or transfers).

Filters

Filter	Description
Period	Date range selection (from — to). Default — last 3 months
Currency	A single currency. Default — RUB
Threshold	Multiplier for detecting anomalies: 1.5×, 2×, or 3× the average. Default — 2×
Page size	Number of rows per page (Section A only)

Section A: Unusual Transactions

A table of individual expenses that exceed the threshold × category average for the selected period.

Column	Description
Date	Transaction date
Category	Category name (orange)
Title	Expense title
Amount	Transaction amount (orange, bold)
Category avg	Average expense for this category in the selected period
Deviation	How many times the amount exceeds the average (e.g. 3.2×, red)

Sorted by deviation (highest first). Supports pagination.

Section B: Peak Spending Days

Top-10 days with the highest total spend relative to the daily average for the selected period.

Column	Description
Date	Calendar date
Total spent	Total expenses for that day (orange, bold)
Transactions	Number of transactions on that day
Daily avg	Average daily spend for the selected period
Deviation	How many times the day’s spend exceeds the daily average (red)

Fixed top-10 list sorted by deviation (highest first). No pagination.

Mobile Version

On mobile devices, each section displays compact cards. Section A cards show date, category, amount, and deviation. Section B cards show date, total spent, transaction count, and deviation.