Page History

• See the current balances of all your accounts.
• See your total Net Worth including total Assets vs. Total Liabilities.

• See a breakdown of all Spending and Income by category.
• This report can also be exported to a CSV (spreadsheet) file.

• Create a report to compare spending or income between two, different time periods.
• Compare by Categories, Payees or Tags.

• This Month shows all your transactions for the current month, for each account, in a single place. For each account, the report lists any income, any scheduled expenses, and any other expenses. The Other Expenses section of each account helps you understand where your discretionary dollars are going.
• Last Month works just like This Month, but for transactions from the previous month.

• Create a report to view transaction details by category, payee, tag, account, or date.

• See the sum of your account balances month-over-month to track your Net Worth
• Include all accounts (the default) for Total Net Worth or filter down to see the trends on specific types of accounts (investments, savings) or even individual accounts.

• The Payee Summary report displays details of all the transactions that a payee is associated with. You can also quickly search to narrow down to just a single payee.

• See a visual summary of how much you're spending in different categories and for different tags.
• Each category or tag is shown in word form.
• Bigger categories or tags mean you've spent more money in that area, relative to the whole. Smaller ones mean you've spent less.
• You can mouse over a category or tag to see a total, or click a category or tag to see all the transactions that are assigned to that category or tag.

• See how your spending (by category) changes over time.
• See total spending in each category by month.
• Drill down into any month to see the details.

• Create a summary report based on Categories, Payees or Tags.
• Select different columns based on Tags, Time, Payees or Accounts.
• If the columns are based on Time, you can define the time interval for each summary value including by week, month, quarter, year and more. If you don't want to use a time interval, select None.

• See spending and income by Tax Schedule tax schedule line items.
• Schedules A, B, C and D are setup by default but you can Setup a custom report for any federal Tax Schedule or form using Category Tax Line Assignment.
• This report can be exported to a CSV (spreadsheet) file or to TurboTax.

• Easily calculate the maximum balance of your foreign bank account balances within a calendar year.
• More information about the FBAR report and who needs it is available at the IRS website.

Easy reports are designed to answer specific questions through reports:

• Where did I spend my money?
• How much did I spend?
• How had my spending changed?
• How much did I spend compared to?
• What is my net forth for the period...?
• What taxable events occured?