> ## 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.

# Reports

> The eleven Budget Bandit reports and a question chooser that points you to the one that answers what you want to know.

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.

## 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 asking              | Report 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.

## The eleven reports

<CardGroup cols={2}>
  <Card title="Spending" icon="cart-shopping" href="/reports/spending">
    Where your money went, grouped by category.
  </Card>

  <Card title="Spending by Payee" icon="store" href="/reports/spending">
    Which merchants take the biggest bite.
  </Card>

  <Card title="Income" icon="dollar-sign" href="/reports/income-and-cash-flow">
    Where your money comes from, by source.
  </Card>

  <Card title="Cash Flow" icon="chart-column" href="/reports/income-and-cash-flow">
    Income against expenses, month over month.
  </Card>

  <Card title="Inflow / Outflow" icon="arrow-down-up-across-line" href="/reports/income-and-cash-flow">
    Money in and money out, side by side.
  </Card>

  <Card title="Savings Ratio" icon="piggy-bank" href="/reports/income-and-cash-flow">
    The percent of income you kept each month.
  </Card>

  <Card title="Net Worth" icon="arrow-trend-up" href="/reports/net-worth">
    Assets minus liabilities, tracked over time.
  </Card>

  <Card title="Balance Over Time" icon="chart-line" href="/reports/net-worth">
    Month-end balances for each account.
  </Card>

  <Card title="Forecast" icon="binoculars" href="/reports/forecast-and-debt">
    Balances projected forward from your schedules.
  </Card>

  <Card title="Debt Payoff" icon="credit-card" href="/reports/forecast-and-debt">
    A payoff plan and interest estimate for your debts.
  </Card>

  <Card title="Budget vs Actual" icon="bullseye" href="/reports/budget-vs-actual">
    What you allocated against what you spent.
  </Card>
</CardGroup>

## 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](/reports/filtering) for how the date range, accounts, and categories shape what you see.

<Note>
  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.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Filtering reports" icon="filter" href="/reports/filtering">
    Narrow any report by date, account, or category.
  </Card>

  <Card title="Budget vs Actual" icon="bullseye" href="/reports/budget-vs-actual">
    Compare what you planned with what you spent.
  </Card>
</CardGroup>
