Your Workspace

Reports

Reports turn your transactions into clear, visual insight — so you can see how much you earn, where it goes, and how things change over time. Available on every plan.

The summary report

Your report gives you the headline numbers for the selected period:

• Total income and total expenses.
• Net profit margin — what proportion of your income you keep.
• Top expense category — where most of your money goes.

Charts & breakdowns

Visualisations make the patterns obvious:

• Monthly income vs. expenses — a month-by-month comparison across the year.
• Income distribution — where your income comes from.
• Expense distribution — how your spending splits across categories.
• Monthly growth — how your income changes month over month.

Calendar vs. fiscal year

Reports can follow either a standard calendar year (January–December) or a custom fiscal year with a start month and day you choose. This is handy if your finances run on a non-calendar cycle.

Exporting a report to CSV

Tap Export CSV on the Reports page (web) or in the export menu (mobile) to download a comprehensive financial report for the selected year. The file is named expenzx-report-{YYYY}.csv and opens correctly in Excel, Numbers, and Google Sheets.

The exported file includes four sections:

• Header — report year, period covered, date generated, and your display currency.
• Income summary — total per income category, then a grand total.
• Expense summary — total per expense category, then a grand total.
• Net summary — total income, total expenses, net balance, and net profit margin (%).
• Monthly breakdown — one row per month showing income, expenses, and net for that month.

Exporting a report to PDF

Tap Financial Report (PDF) in the Export menu on the Reports page to generate a formal, accountant-style report — the kind you'd hand to a bookkeeper or attach to a tax return.

On web, a dialog lets you choose exactly which sections to include and, optionally, a custom date range instead of a full financial year. On mobile, the PDF is generated for the selected year with the full set of sections included.

The report can include:

• Financial summary — total income, total expenses, net profit/loss, and an income vs. expense chart for the period.
• Income statement — a formal statement listing every income and expense category against its total.
• Monthly summary — income, expenses, and net cash flow for each month in the period.
• Income & expense analysis — category breakdowns with donut charts, transaction counts, and percentage of total.
• Transaction details — a full ledger of every transaction in the period, with a marker for any that have a receipt attached.
• Supporting documents — a list of transactions with receipts, for cross-referencing against your records.