Reports
Monize includes 15+ built-in reports and a custom report builder for analyzing your financial data in depth.
- Overview
- Built-In Reports
- Custom Report Builder
- Chart Types
- Report Filters
- Saving and Favouriting Reports
Navigate to Reports from the top navigation bar to access the reporting system. The Reports page lists all built-in reports and any custom reports you have created.
| Report | Description |
|---|---|
| Spending by Category | Breaks down your expenses by category for a selected time period |
| Spending by Payee | Shows your top spending recipients |
| Monthly Spending Trend | Tracks how your spending changes month over month |
| Weekend vs Weekday | Compares spending patterns between weekdays and weekends |
| Spending Anomalies | Identifies unusual transactions that deviate from normal patterns |
| Recurring Expenses | Analyzes your regular, repeating expenses |
| Report | Description |
|---|---|
| Income by Source | Categorizes your income streams |
| Income vs Expenses | Monthly comparison of income and expenses |
| Cash Flow | Shows net money flow (income minus expenses) by period |
| Report | Description |
|---|---|
| Year over Year | Compares spending and income across different years |
| Report | Description |
|---|---|
| Tax Summary | Groups transactions by tax-relevant categories |
| Report | Description |
|---|---|
| Uncategorized Transactions | Lists transactions without a category assigned |
| Duplicate Transaction Finder | Identifies potential duplicate entries |
| Report | Description |
|---|---|
| Bill Payment History | Tracks your scheduled transaction payment patterns |
| Report | Description |
|---|---|
| Net Worth Report | Historical monthly snapshots of your assets, liabilities, and net worth |
| Report | Description |
|---|---|
| Budget vs Actual | Bar chart comparing budgeted amounts vs actual spending per category over multiple months, with a variance line showing over/under |
| Health Score History | Line chart tracking your monthly budget health score (0--100) over time |
| Seasonal Spending Patterns | Bar chart highlighting months with historically high spending per category, to help plan ahead |
Note: These reports only appear if you have an active budget. For more details, see Budgets.
Create your own reports with flexible filtering, grouping, and visualization options.
- Navigate to Reports
- Click Create Custom Report
- Configure the report parameters
| Setting | Options |
|---|---|
| Name | A descriptive name for your report |
| Timeframe | Date range for the report data |
| Group By | Category, Payee, Month, Week, or Day |
| Direction | Income only, Expenses only, or Both |
| Metric | Total amount, Transaction count, Average amount, or Budget Variance |
| Chart Type | Table, Line, Bar, Pie, or Area chart |
| Sorting | Sort by name, amount, count, or date |
| Filter | Description |
|---|---|
| Accounts | Include only specific accounts |
| Categories | Filter to specific categories |
| Payees | Filter to specific payees |
| Search Text | Free-text filter on transaction details |
Custom reports support five visualization types:
A tabular view showing rows of data with columns for the grouped dimension and selected metrics.
A trend line connecting data points over time. Best for showing changes over months, weeks, or days.
Vertical bars comparing values across groups. Best for category or payee comparisons.
A circular chart showing proportional breakdown. Best for understanding the composition of spending or income.
Similar to a line chart but with the area below filled in. Effective for showing cumulative trends.
When viewing a report, you can click on any data point (a bar, pie segment, or table row) to navigate directly to the Transactions page with filters pre-applied. This allows you to drill down from a high-level summary to the individual transactions that make up that figure.
Reports support flexible date ranges:
- This Month / Last Month
- This Quarter / Last Quarter
- This Year / Last Year
- Last 30 Days / Last 90 Days / Last 12 Months
- Custom Range -- Select specific start and end dates
Custom reports are saved automatically when you create them. They appear in the Reports list alongside the built-in reports.
Mark frequently used reports as favourites for quick access:
- On the Reports page, click the star icon next to a report
- Favourite reports appear at the top of the list
Click the edit button on any custom report to modify its configuration. Built-in reports cannot be edited, but you can create a custom report with similar parameters if you need a variation.
Custom reports can be deleted from the Reports page. Built-in reports cannot be deleted.