Reports

Moneyspire allows you to easily generate reports that help you analyze your finances. To generate a report, click on Reports on the left side and select your desired report options. Below is an explanation of the different reports you can generate:

Cash Flow

This report shows your cash flow (income and expenses) for a given time period.

Cash Flow with transaction details

This report shows your cash flow (income and expenses) for a given time period. This report also displays individual transaction details.

Tax-Related Cash Flow

This report shows your cash flow (income and expenses) for a given time period, related to taxes. Only transactions with a category marked as "Tax-Related" will be included in this report. To mark a category as tax-related, click on the Tools->Categories menu option and then edit the desired category and check the box labeled Tax-Related.

Tax-Related Cash Flow with transaction details

This report shows your cash flow (income and expenses) for a given time period, related to taxes. This report also displays individual transaction details.

Expenses Chart

This report displays a pie chart for the total expenses incurred for a given time period.

Net Worth Chart

This report displays your net worth trend over the last 12 months.