Reports, CSV, and PDF export

Reports is a multi-section hub on Plus and above. Tabs appear only for modules you have enabled.

Before you start

• Open Reports from the main navigation.
• Free plans see an upgrade prompt to Settings → Billing → Plans.

Overview

1. Start on the Overview tab.
2. Review net worth when wallets, assets, lending, or debts are on.
3. On Pro and above, check the financial health score when available.
4. Use the module cards (cash-flow net, debt outstanding, asset value, lending receivable, goal progress, unpaid bills) to jump into a tab.

Cash flow and other tabs

1. Open Cash flow (wallets module) for income, expenses, net, month-over-month, and category charts.
2. Switch to Debts, Assets, Lending, Goals, or Bill sharing as needed — each shows a compact rollup for that module.
3. From Debts in Reports, use Full debt reports for the dedicated Debts analytics page.

Period and filters

1. Choose a preset: This month, Last month, Last 30 days, This year, or Custom.
2. The selected range applies to Cash flow and Debts; other tabs show current snapshots.
3. When the wallets module is on, filter by Wallet: All wallets or one wallet.
4. On Pro and above, also filter by Type: Income & expense, Income only, or Expense only. Pro remembers the wallet and type choices in this browser.

Export

1. When the wallets module is on, Export CSV and Export PDF sit in the page header, not only on the Cash flow tab.
2. Open the download and compare totals with the on-screen summary if something looks off.

Tips

• Module tabs hide when that product area is turned off for your account.
• For repayment strategy detail, prefer Debts → Payoff plan and Reports, not only the compact Debts card here.

Related

• Understand your dashboard
• Manage debts, payoff plans, and refinance
• Checkout and promo codes