Income
Open Reports, then Income. It groups your inflows by source for the selected date range, so you can see how much came from each income payee. Use it to:- Confirm a paycheck or client payment landed.
- Weigh how much of your income comes from a single source.
- Track variable income across the last 3 or 6 months.
Cash Flow
Open Reports, then Cash Flow. It plots income against expenses over time, one period at a time, so you can see the months you came out ahead and the months you didn’t. This is the report the question chooser opens for “How am I doing this month?”Inflow / Outflow
Open Reports, then Inflow / Outflow. Same income-versus-expense story as Cash Flow, drawn side by side for each period so the gap between the two bars is the takeaway. Reach for this when you want the in-versus-out comparison at a glance rather than a running trend.Savings Ratio
Open Reports, then Savings Ratio. It shows the percent of income you kept each month — income minus expenses, divided by income. This is the report the question chooser opens for “Am I saving enough?”Transfers between your own accounts are not income or spending, so they don’t inflate these reports. Money moving from checking to savings shows up in Net Worth, not here.
If the numbers look off
- Income looks low — a deposit may be sitting uncategorized or miscategorized as a non-income inflow.
- A transfer is counted as income — confirm both legs are linked; see Transfers.
- Still wrong — see Budgeting troubleshooting.
Related
Net Worth and balances
Where saved money actually lands.
Filtering reports
Narrow by date, account, or category.