Reports

Learn how to make use of the data you've entered in MoneyWiz to avoid overspending and increase your savings!

11 articles in this collection
Written by Iliya Yordanov

Basics

Generating reports

Reports allow you to gain some insight into how you spend and save your money. Learn what reports MoneyWiz has to offer!

Written by Iliya Yordanov
Updated over a week ago

How to save a report for later use?

If you generate a report frequently, save it!

Written by Iliya Yordanov
Updated over a week ago

How to export a report to PDF or CSV?

Take your report with you.

Written by Iliya Yordanov
Updated over a week ago

Examples

Listing transactions without a category, payee or tag

Make sure that no transactions slipped through tagging!

Written by Iliya Yordanov
Updated over a week ago

How to show transfers in reports?

See how your money moves among your accounts.

Written by Iliya Yordanov
Updated over a week ago

Check account balances from a given date

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

Written by Iliya Yordanov
Updated over a week ago

How to perform a detailed yearly financial analysis?

Learn how to use powerful Profit and Loss report to get a birds-eye view of your finances over a longer term.

Written by Iliya Yordanov
Updated over a week ago

How to review expenses or incomes in a single category over time?

Learn how to harness the power of "over time"-type reports.

Written by Iliya Yordanov
Updated over a week ago

How to review the forecast for my savings account?

Learn how to use "Forecast" mode in reports to peek into the future!

Written by Iliya Yordanov
Updated over a week ago

How to check how much I have spent on a holiday?

Learn how to use transaction tags to differentiate between transactions in same category that have different context.

Written by Iliya Yordanov
Updated over a week ago

How to compare expenses or incomes in two payees?

Learn how to compare same data types with comparison report.

Written by Iliya Yordanov
Updated over a week ago