See the month in one screen.
Category breakdowns, spending vs income by week, a seven-day trend, month-over-month comparison and budget utilization. Export any of it.
Spending vs income
This month
You spent $212 less than last month. Great job!
Top categories
- Rent & Mortgage49%$1,850
- Food14%$512
- Transportation6%$228
Reports in Money Manager answer four questions: where did it go, how does spending compare with income, is it going up or down, and how am I doing against my budgets. Pick a period such as this month, last month, this week or a custom range, and every chart updates.
Top categories with share
The three biggest categories with their percentage of the total, then the full breakdown by category.
Spending vs income
Columns by weekday for a week, or by week for a month, with a marker on today.
Month-over-month
You spent $212 less than last month. Great job. Or the opposite, said plainly.
How reports and insights works in practice.
Period first, then everything follows
This week, last week, this month, last month or custom dates. The whole Insights tab follows the period: totals, budget left, categories, charts and the comparison line.
The charts that earn their place
A category doughnut with the total in the centre. Columns of income against expense. A seven-day area trend. A month-over-month pair. Budget utilization bars. No chart is there for decoration.
- Tap a category to see its transactions for the period
- Expense and income tabs, same layout
- Shared accounts add a per-member split
Take it with you
Export the period as CSV, Excel or PDF with a preview. Reports are free on every plan.
Getting started
Open Insights or Reports
The Insights tab on the phone, Reports on the web.
Pick a period
This month is the default. Switch to last month to compare, or set custom dates.
Read top to bottom
Budget left, top categories, the category breakdown, then spending vs income.
Drill into a category
Tap any category to see the transactions behind the number.
Questions about reports and insights
More in the full FAQ.
Free on web, iPhone and Android.
Set up takes under two minutes. Your data syncs everywhere you sign in.