Clear Reports & Dashboards

Financial Reports & Spending Insights

Beautiful charts and summary tables that turn your transaction data into actionable insights — no spreadsheets required.

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Illustration of financial charts and dashboard analytics

Dashboard

Your complete financial picture, instantly

Open the Dashboard and every key metric loads immediately — no configuration needed.

Net Worth
All-time balance
Sum of every posted transaction across all accounts since day one.
Monthly Net
This month vs last month
See at a glance whether you came out ahead this month compared to the previous one.
YTD Net
Year-to-date net
Running total of your net income minus expenses from January 1st through today.
Envelope Balances
Per-envelope breakdown
Current balance for every envelope, with a balance sparkline for at-a-glance trend.
Balance Trend
Daily balance chart
Line chart of your daily net balance over the last 12 months — spot dips and surges instantly.

Click an envelope row to drill down

In the Envelope Balances table, click any envelope row to jump directly to the Posted Transactions list filtered for that envelope.

Live — updates as you post transactions

Every KPI recalculates the moment you post or delete a transaction. No manual refresh, no cache lag.

Envelope Method–aware

If you follow the envelope budgeting method, the dashboard reflects your true remaining balance per envelope.

Monthly Summary

Spot spending trends, month by month

The Monthly Summary report breaks every envelope down by calendar month so you can see exactly where your money went.

Envelope Jan Feb Mar Apr Trend
Checking · Chase +$3,400 +$2,980 +$3,150 +$3,600 ↑ +14%
Groceries envelope -$480 -$510 -$495 -$530 ↑ +7%
Dining envelope -$210 -$195 -$230 -$185 ↓ -20%
Utilities envelope -$185 -$172 -$190 -$155 ↓ -16%

Filter by custom date range

Choose any start and end date to compare quarters, fiscal years, or custom periods side by side.

Click any cell to see transactions

Drill into any account/month combination to see the exact transactions that make up that total.

Getting started

Using Reports

Your reports are ready the moment your first transactions are posted. No setup required.

Dashboard

  1. Click Dashboard in the sidebar navigation The page loads all KPI cards and charts immediately using your posted transaction data.
  2. Review your net worth, monthly net, and YTD figures These headline numbers update automatically as you post or remove transactions.
  3. Click an envelope row in the balances table to filter transactions The Posted Transactions view opens pre-filtered to that envelope so you can investigate any unusual balance.
  4. Scroll down to see the daily balance trend chart Hover over any point to see the exact date and balance. The chart covers the last 12 months by default.

Monthly Summary

  1. Click Reports → Monthly in the navigation The summary table loads showing each envelope broken down by calendar month.
  2. Use the date range picker to adjust the period Narrow to a single quarter or expand to see a full multi-year view.
  3. Toggle between per-envelope and totals-only view The totals row shows your overall net for each month across all envelopes.

From the blog: Seeing your reports improve over time is the payoff for consistent envelope budgeting — 90 Days In shows what progress actually looks like, and The Brain Science Behind Cash Stuffing explains why the data tells a different story when you budget proactively.

Your finances deserve clarity.

Start tracking today and your dashboard populates automatically as transactions sync and post.

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