Mac | iPhone
| iPad


There are numerous different types of reports available to enable you to track your finances in-depth. Each report can be customized to fit your needs and can be printed or exported. Use Net Worth reports to keep an eye on your current and past net worth. Manage your cash flow with Cash Flow reports. Setup Category reports to manage your expenses and/or to prepare for taxes. Monitor you investment holdings using Investment Values reports. Plus find other reports available for tracking items such as Payees, Transaction Types, or Tags. You can create, edit, and view reports in the Reports section.

Reports Selection Icon View