> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering reports

> Set the date range on any report, and narrow by account or category to focus the numbers on what you care about.

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.

## 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.

<Tip>
  For month-to-month tuning, start with **This month** or **Last month**. To read a trend, widen to **Last 6 months** or **This year**.
</Tip>

## 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](/accounts/account-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](/scheduled/create-a-schedule). 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](/transactions/payees), or fix [uncategorized transactions](/transactions/to-review) — and the reports follow.

<Note>
  Transfers between your own accounts are excluded from income and spending reports by design, so moving money between accounts won't distort the totals.
</Note>

## 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](/transactions/to-review).
* A balance is off — [reconcile the account](/reconciling/reconcile-an-account).

## Related

<CardGroup cols={2}>
  <Card title="All reports" icon="chart-pie" href="/reports/overview">
    Browse the full set of eleven.
  </Card>

  <Card title="Search and filter transactions" icon="filter" href="/transactions/flags-search-filter">
    Filter the underlying register in detail.
  </Card>
</CardGroup>