Simplified Reports
Every report you need, none of the spreadsheets.
Break down net income and net worth into clear, exportable reports that show exactly where your money comes from and where it goes.
Reports
Explore insights across budgets, spending, and performance over time.
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Net Income Flow
All values are in USD, summarizing your income and expense flow for the selected period.
Last updated: 28 Oct 2026, 10:24 AM
Assets & Liabilities
See exactly what makes up your net worth.
Every account rolls up into a category: bank, investment, cash, loans, with a full percentage breakdown so you always know what's driving your assets up and your liabilities down.
Assets
$264,120
Investment57.0%
Investments$92,420
Retirement (401k)$58,200
Bank42.0%
Savings$68,500
Checking$42,500
Cash0.9%
Cash$2,500
Liabilities
$59,580
Loan91.3%
Personal Loan$54,380
Credit Card8.7%
Credit Card$5,200
Net Income
See every dollar in and out, by category.
Income and expense line items, each with its own emoji and amount, so you know exactly where this monthโs money came from and went.
FAQ
Frequently asked questions
The stuff most people ask before signing up.