The reports page arranges your transactions into a table: you choose what the rows represent, the columns are the days, months, or years of one navigated period, and each cell is the summed amount of a single transaction type in your base currency. It is distinct from the date-ranged insights view — open it from the Transactions page; it lives at Transactions reports.
Choosing what you see
- Group by — a select in the header sets the row dimension: by description or by tag.
- Expense / income toggle — a segmented switch picks which transaction type the matrix sums. The whole table shows one type at a time, and amounts take that type's color (income green, expense red).
- Period mode — a segmented switch between week, month, and year sets how the columns are bucketed.
Navigating the period
A prev/next control with a window label sits in the header. Use the chevrons to step the window backward or forward one period at a time; the label shows the current window (a date range for weeks, the month and year for months, the year for years). Your group-by, type, and period-mode choices are remembered per browser.
What it shows
- Period columns — one column per day, month, or year in the window, depending on the period mode.
- Row dimension — one row per description or tag. Use the funnel in the row header to filter rows; active filters appear as chips above the table.
- Totals — a trailing total column per row, a totals row across the columns, and a grand total. Zero cells show as a dash; hover a compact amount to see the precise value.
Exporting
The Export action carries the current group-by, type, period mode, and window to the reports exports page, where you generate a downloadable report. The breakdown picker is format-aware: PDF is a full report, XLS puts each grouping on its own sheet, and CSV holds a single grouping. Exports run in the background; see Export data.
On mobile
The mobile app has a transactions reports screen, but it is a native rework rather than the web grid: instead of a pivot table it shows a titled trend card with a stacked bar chart over the period buckets and a tappable legend. Tap a legend row to highlight one group's trend; tap a bar to read out that bucket's total in the caption.