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.