Reports
View, manage, and generate reports for your financial activities
Monthly Financial Summary
A complete summary of your monthly financial activities including income, expenses, and transfers.
Frequency
monthly
Last Run
3/31/2025
Next Run
4/30/2025
Transaction History Export
Complete record of all transactions within the selected date range.
Frequency
one-time
Last Run
4/5/2025
Currency Exchange Analysis
Analysis of your currency exchange rates, volumes, and savings over time.
Frequency
quarterly
Last Run
3/31/2025
Next Run
6/30/2025
Weekly Spending Breakdown
Detailed breakdown of your weekly spending categorized by purpose and recipient.
Frequency
weekly
Last Run
4/7/2025
Next Run
4/14/2025
Tax Documentation Annual Report
Comprehensive annual report suitable for tax filing purposes with categorized expenses and income.
Frequency
one-time
Last Run
1/15/2025
Recipient Payment History
Detailed history of all payments made to each of your saved recipients.
Frequency
monthly
Last Run
3/31/2025
Next Run
4/30/2025