• Use Reports Comparison

  Use Reports Comparison Comparison helps you read differences between the data shown in a report. Steps In Reports, select Comparison. Review the comparisons shown for the selected period and Space. In a Shared Space, member information may be available depending on data and access. What to know Check each label and period; member information depends on the Shared Space context.Few readers

• Read Reports Overview

  Read Reports Overview Overview gives you a starting summary of financial data for the selected scope and period. Steps Open Reports and select Overview. Check the Space and period, then read the available summary and charts. If there is no data, try a different period or Space. What to know Figures follow the data included in the report. Check filters if the summary differs from expectations.Few readers

• Filter Reports

  Filter Reports Report filters help focus the report on transactions you want to analyze. Steps Open Reports and choose the filter control. Select the available period and scope options, then apply. Check the report headings and figures to confirm the selection. What to know Filters can change figures and charts. Reset them to return to a broader scope.Few readers

• Read the category report

  Read the category report The category report helps you see how expenses are distributed across categories. Steps In Reports, select Category. Review expenses grouped by category and open any available details. Check the selected period and Space. What to know Use the same period and Space when comparing categories so the context remains consistent.Few readers

• Download or share a PDF report

  Download or share a PDF report Report export creates a PDF you can save or share for reading outside the app. Steps Open Reports and choose the available export or download action. Choose the available Space, period and report sections. Create the PDF and use the share sheet to save or share it. Export availability depends on account access. What to know A PDF is a report for reading; use Rinci data export when you need a file for the import flow.Few readers

• Read Spending Trend

  Read Spending Trend Trend helps you see how spending changes over time. Steps In Reports, select Trend. Review how spending changes across the displayed period. Change the period or Space to inspect a different scope. What to know Check the period before drawing conclusions from an increase or decrease.Few readers

• About Reports

  About Reports Reports helps you understand financial summaries and patterns from available transactions. How it works Open Reports to view a summary for the selected Space and period. Overview summarizes data, Category groups expenses, Trend shows changes over time, and Comparison compares data. Some insights or actions may require Pro. What to know Start by selecting a Space and period, then open the report section you need.Few readers