MoneyWiz features many ready-to-use templates that you can use to quickly gain more detailed insight into your finances. This guide describes how to generate a report.

To begin, switch to Reports section of the application. Once there, you'll notice that there are a couple of report-categories:

Accounts

  • Net Worth - evolution of balance of all your accounts combined (unless some were manually excluded from Net Worth) over time.
  • Balance Over Time - evolution of balance of selected accounts over time.
  • Cashflow - report separating money going in and out for selected accounts combined for a specified period.

Budgets

  • Compare Budgets - puts two or more budgets in a pie chart to compare the budget allowances of each for a single point in time.
  • Balance Over Time - the balance of a single budget over time (budgeted balance, spent and remaining).

Categories

  • Compare Expense/Income Categories - puts two or more categories of the same type (expense/income) in a pie chart to compare them for a single point in time.
  • Expense/Income Category Over Time - the balance of one or more categories of the same type (expense/income) over time for a selected period.
  • Breakdown Expenses/Incomes Over Time - a spreadsheet report for a selected period, where your categories are listed in rows and the period is listed in columns.

Payees

  • Compare Expense/Income Payees - puts two or more payees of the same type (expense/income) in a pie chart to compare them for a single point in time.
  • Expense/Income Payee Over Time - the balance of one or more payee of the same type (expense/income) over time for a selected period.
  • Breakdown Expenses/Incomes Over Time - a spreadsheet report for a selected period, where your payees are listed in rows and the period is listed in columns.

Tags

  • Compare Expense/Income Tags - puts two or more tags of the same type (expense/income) in a pie chart to compare them for a single point in time.
  • Expense/Income Tag Over Time - the balance of one or more tag of the same type (expense/income) over time for a selected period.
  • Breakdown Expenses/Incomes Over Time - a spreadsheet report for a selected period, where your tags are listed in rows and the period is listed in columns.

Spreadsheets

  • Breakdown Payees over Categories - a spreadsheet report for a selected period, where your payees are listed in rows and categories as columns.
  • Breakdown Categories over Tags - a spreadsheet report for a selected period, where your categories are listed in rows and tags as columns.
  • Breakdown Payees over Tags - a spreadsheet report for a selected period, where your payees are listed in rows and tags as columns.

Other

  • Statistics - an unique text-only report where we display various statistical information for selected accounts and period, such as total average expense amount, top expense categories, top income payees, number of transactions, etc.
  • Profit & Loss - powerful report, allowing you to display expense and income categories in a single report, summing up a period of time.
  • Spreadsheet - allowing you to generate a custom spreadsheet report (you get to choose what's displayed in rows and what's displayed in columns).
  • Custom report - allowing you to generate a custom pie/chart/line report.

To generate a report, just click on one of the icons described above. You'll be asked for some additional information, such as the accounts or categories to be included. Generating one of the custom report is really no different than using one of the templates - you simply choose what to include in the report and how to represent it on the screen.

Did this answer your question?