Reporting provides you with an overall summary of your cash flow. It takes the coding you’ve done and adds up the amounts for each category or code you’ve used. This will give you an idea of the total amount of income or expense for each Main Category and Sub-Category.

• The report allows you to track and compare your category summaries against those for a previous timeframe.
• You could use the report to compare your current monthly cash flow with the same month in the previous financial year.
• The report also shows the percentage difference between the timeframes you choose to compare.

Features of Reporting

Reporting lets you:

• View a summary report of your Main Categories
• View a detailed report of each Main Category
• Compare 2 different time frames e.g. the last month with the current month
• See the percentage different of sub category amounts between 2 different timeframes
• Export and save your reports.

Benefits of Reporting

• You can see a summary of your income and expenses and see the actual highs and lows of your cash flow
• Helps you identify patterns in your cash flow during different time periods