Reports and graphs

Reports read the same ledger as the register. Totals drill down to the rows that made them. v1 includes account balances, net worth, cash flow, income and expense, budget vs actual, transfers, tags, missing checks, reconciliation, portfolio, realized gains, investment income, and upcoming bills.

Steps

1. Open Reports.
2. Pick a report. Set the date range, accounts, and categories.
3. Drill into a total to see its transactions. Export CSV when you need a spreadsheet.

Graphs clip the x-axis to the selected range. A series of zeros does not show exponent notation.

If this goes wrong

If a report looks empty, widen the date range or include hidden accounts. Memorized reports live on the dashboard, not as a second copy of the data.