Filtering reports

Every report opens on a sensible default and lets you narrow it down. The control they all share is the date range. Some reports add their own scope on top of that.

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Set the date range

At the top of each report is a date filter. Pick one of:

• This month
• Last month
• Last 3 months
• Last 6 months
• This year
• All time

Change it once and the chart redraws for the new window. The date range carries the same meaning across every report, so “last 3 months” on Spending and on Cash Flow cover the same span.

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Account and category scope

Reports are scoped to the data they’re built on:

• Net Worth and Balance Over Time are driven by your accounts and their types. An account that’s the wrong type lands on the wrong side of the math.
• Spending, Income, and Budget vs Actual are driven by your categories. Clean categories and merged payees make these reports read clearly.
• Forecast is driven by your schedules. The more recurring items you’ve set up, the fuller the projection.

To change which accounts or categories appear, adjust the underlying data — close an unused account, merge duplicate payees, or fix uncategorized transactions — and the reports follow.

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If a report looks empty or wrong

• Empty chart — widen the date range; the current window may have no matching activity.
• Missing money — look for uncategorized transactions.
• A balance is off — reconcile the account.

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