Finances - Reports
Overview
The Reports section provides detailed financial reports and analytics. Generate statements, tax reports, and performance summaries.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Reports
Features
Report Types
- Income statement
- Expense report
- Cash flow statement
- Account balance report
Customization
- Date range selection
- Account filtering
- Category filtering
- Comparison periods
Export Options
- PDF format
- Excel/CSV
- Print ready
- Scheduled reports
Report Types
| Report | Description |
|---|---|
| Income | Revenue sources |
| Expenses | Spending by category |
| Cash Flow | Money in/out |
| Net Worth | Assets vs liabilities |