The reports tour
Each report answers one question well. Knowing which is which saves the scenic route.
The twelve standard reports
| Report | The question it answers |
|---|---|
| Spending by Category | Where does the money go? |
| Spending by Payee | Who gets it? |
| Spending by Tag | What did that project or trip cost, across categories? |
| Income vs. Expense | Am I ahead or behind, month by month? |
| Net Worth Trend | Is the whole picture growing? |
| Taxable Income | What will the tax return want to know? |
| Budget vs. Actuals | How did the plan survive reality? |
| Detailed Transactions | Show me the raw rows (with CSV export). |
| Investment Performance | How is the portfolio doing? |
| Tangible Asset Value | What are the house and the car worth over time? |
| Account Balance Report | How has each account moved? |
| Debt Overview Report | What do I owe, and how is it trending? |
All twelve live in the sidebar's Reports panel under Standard Reports, and each opens a full page with filters and date ranges, most of them chart-led; Detailed Transactions is deliberately a table, built for export rather than plotting.
Two families, one difference worth knowing
Most reports aggregate transactions, and a closed account's history stays in them forever; closing an account never rewrites the months it participated in. The three balance-based reports, Net Worth Trend, Account Balance and Debt Overview, are snapshots over time instead, and they include a closed account only up to its closure date, which is exactly when it stopped having a balance worth plotting.
Custom reports
Any report's filter combination can be kept: set it up, click Save As... (a few pages spell it Save Report As...), name it, and it appears in the sidebar under Custom Reports for one-click return; the sidebar lists the first ten. The monthly ritual views, this quarter's spending in euros, the holiday-tagged expenses, earn their place here.
If a number surprises you
What next
Reports read better in the right denomination; the currency guide explains the picker. And for observations that come to you instead, Insights watches the same data continuously.