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Check account balances from a given date
Check account balances from a given date

Make use of the Summary Breakdown report to gain even more insight from your finances!

Iliya Yordanov avatar
Written by Iliya Yordanov
Updated over a week ago

The Summary Breakdown report plots account balances of selected accounts as of set date on a pie chart. The only settings you choose are which accounts to select and the report date. It doesn't list any transactions -- just the account balances as of a given point in time. It's a representation of where your money is at a specific moment.

Similarly to other reports, if you save this report with today's date and you open it again in the future, it will generate for the day you opened it. If you save it with the different date, it will also generate with the saved date.

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