Reports

Income

R 0

0 income transactions

Daily expenses

R 0

Excludes monthly needs

Net cash flow

R 0

0% savings rate

Current cash

R 0

0% monthly-needs coverage

Cash flow trend

Income, daily expenses, and cash balance

Cash balanceIncomeDaily expenses
No cash flow yetAdd income and purchases to see your trend.

Spending mix

Daily spending vs monthly needs

No spending yetYour spending mix will appear here.

Daily expenses by category

Grouped by parent category

No daily expensesMonthly needs are tracked separately.

Weekly budget usage

R 0 per week

No weekly spendDaily purchases for this period will appear here.

Top subcategories

Where the daily money goes

No subcategory dataAdd categorized purchases to fill this in.

Accounts

Current balances

No accountsAdd accounts to analyze your balances.

Investments

0% overall return

No investmentsAdd holdings to track allocation and returns.

Monthly needs coverage

Must-pay items are separate from daily expenses

Monthly needs

R 0

0 items

Cash available

R 0

After daily expenses

Coverage

0%

No needs set

Goal progress

How close your saved goals are

No goals yetAdd a goal to see progress analytics.