Reports
Reports
Reports
PocketSmith has a variety of exportable reports to help analyse your financial activity!
Using the Trends page
The Trends page can quickly show you where you're at with your budgeted (and unbudgeted) categories, and allows you to compare your spending overall, or within a specific category, over time.
The Cashflow statement
The Cashflow Statement provides a month-by-month overview of your finances, both in the past and forecast into the future.
Digest
The Digest provides a snapshot of your finances on a weekly, monthly or yearly basis. Learn more about the different sections of your Digest.
Using the Timeline
Timeline is a place where you can view memories about your finances - like your favorite purchases! Transactions with added notes, images or files will appear on your Timeline.
The Income and Expense report
Income & Expense report: Overview
This report shows a breakdown of your income and expenses into categories and allows you to compare your budgeted spending side-by-side with your actual spending.
Income & Expense report: Main areas
Have look at the main figures shown on the Income & Expense report.
Income & Expense report: Changing the date range
Customise the date range to explore your earning and spending over different periods of time.
Income & Expense report: Selecting the account you’d like to view
Have a look at all your accounts in one go or drill into specific accounts for a closer look.
Income & Expense report: Including or excluding transfers
How to exclude or include transfers from your Income & Expense reports.
Income & Expense report: Nesting and roll-up
Some tips when it comes to nesting and rolling up your subcategories on the Income & Expense report.
Income & Expense report: When a category can’t be rolled up
When using roll-up to analyse a sub-category within its parent category, both categories must have the same transfer setting.
Income & Expense report: Show percentage of total
See what percentage of earning or spending a category accounts for.
Income & Expense report: Rollover options
A look into the various rollover options available on the Income & Expense report.
Income & Expense report: Filtering by category
Looking to view a specific category on the Income & Expense report? Use the Filter by category search.
Income & Expense: Saved reports
Save different versions of the Income & Expense report, so you can easily view your favourite reports with just a click.
Income & Expense report: Export and print
The Income & Expense report can be exported into a spreadsheet. This will allow you to open this report with spreadsheet software such as Excel, Numbers, or Google Sheets. You can also print this report.
Income & Expense report: Frequently asked questions
A collection of FAQ regarding the Income & Expense report.
Income & Expense report: Troubleshooting missing data
If your Income & Expense report is missing data, it’s usually due to the customised options applied to the report. This guide walks you through the most common causes to help ensure your report includes all relevant data.
Printing pages and reports
Printing pages and reports
Learn how to print reports and pages straight from your PocketSmith account! 🖨