Dashboard

Reports

View, manage, and generate reports for your financial activities

Monthly Financial Summary

Completed
PDF

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

Completed
CSV

Complete record of all transactions within the selected date range.

Frequency

one-time

Last Run

4/5/2025

Currency Exchange Analysis

Scheduled
PDF

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

Scheduled
EXCEL

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

Completed
PDF

Comprehensive annual report suitable for tax filing purposes with categorized expenses and income.

Frequency

one-time

Last Run

1/15/2025

Recipient Payment History

Completed
EXCEL

Detailed history of all payments made to each of your saved recipients.

Frequency

monthly

Last Run

3/31/2025

Next Run

4/30/2025