Jump to a section
How to do it
1. Open Personal Reports
Start with an existing report or open the report explorer.
2. Choose what to measure
Look at spending, income and refunds, or net cash flow.
3. Choose how to group it
Group results by category, merchant, account or month, then select a chart or table.
4. Inspect the details
Open a group to review the underlying transactions and check that categories and currencies are correct.
5. Save or export
Save the report layout for later, or export the grouped results to a CSV file.
Good to know: Currency conversions depend on available exchange rates. Reports may exclude amounts that cannot be converted reliably, and spending charts are not a substitute for statement reconciliation.
Related guides
Want the bigger picture? Explore the Personal, Portfolio and Business product tour →