Reports & the Explorer

Reports has five tabs: Overview, Explorer, P&L, Balance Sheet, and Cash Flow.

Financial statements

The P&L lists every income and expense category with prior-period comparison and drill-down into the underlying entries. Balance Sheet and Cash Flow complete the statement pack; any tab can be printed or exported as a PDF pack for your accountant or board.

The Explorer — your data like a spreadsheet

The Explorer tab is a spreadsheet-style grid over all transactions:

• Columns — pick from 12 (date, title, type, category, counterparty, account, source, status, amount, currency, note, receipts).
• Sort by clicking headers; filter by text, type, and any date range.
• Group by category, counterparty, account, type, or month — with subtotals per group.
• Pivot mode — rows by category/counterparty/account/type, columns by month, values as net, income, expense, or count. Row and column totals included.
• Saved views — store any configuration by name and recall it in one click.
• Export the exact view you're looking at to Excel (.xlsx) or CSV.