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Reports turn your transactions, accounts, and schedules into a picture you can read in seconds. Budget Bandit ships eleven reports. Open Reports in the sidebar (or the Reports tab on mobile) and either pick a report or answer the question at the top of the page.

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Start with a question

The Reports page opens with a chooser: pick the question that matches what you want to know, and it sends you to the report that answers it.
You’re askingReport it opens
How am I doing this month?Cash Flow
Where does my money go?Spending
Am I saving enough?Savings Ratio
How am I trending?Net Worth
Am I sticking to my plan?Budget vs Actual
Below the chooser is the full directory, so you can jump straight to any of the eleven.

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The eleven reports

Spending

Where your money went, grouped by category.

Spending by Payee

Which merchants take the biggest bite.

Income

Where your money comes from, by source.

Cash Flow

Income against expenses, month over month.

Inflow / Outflow

Money in and money out, side by side.

Savings Ratio

The percent of income you kept each month.

Net Worth

Assets minus liabilities, tracked over time.

Balance Over Time

Month-end balances for each account.

Forecast

Balances projected forward from your schedules.

Debt Payoff

A payoff plan and interest estimate for your debts.

Budget vs Actual

What you allocated against what you spent.

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Every report respects your date range

Each report has a date filter at the top — this month, last month, the last 3 or 6 months, this year, or all time. Set it once and the chart redraws. See Filtering reports for how the date range, accounts, and categories shape what you see.
Reports read from the same data as the rest of the app, so they update as soon as a transaction clears or a balance changes. There is nothing to refresh.

Filtering reports

Narrow any report by date, account, or category.

Budget vs Actual

Compare what you planned with what you spent.