Reports
Use Reports to see totals and trends for a selected date range.
Filters
- Pick a preset (this month/this year/etc.) or set a custom From/To range.
- Choose the grouping granularity: day, month, or quarter.
- If you see no data, try widening the date range.
What you’ll see
- Total amount: the sum of expenses in the range.
- Total transactions: how many expense records are included.
- Charts: expense amount and transaction count over time (desktop may show a combined chart).