MoneyCoach Financial Reports
Discover the power of insightful reports to enhance your financial management. Our comprehensive reports provide a detailed breakdown of expenses, income, net worth progression, living expenses, and more. With clear visualizations and concise summaries, gain valuable insights into your financial health, track spending patterns, and make informed decisions to achieve your financial goals.
Category Insights
This comprehensive report provides you with a detailed overview of the entire history of category and subcategory usage. With the inclusion of a visually informative chart, you can easily analyze trends and patterns, gaining valuable insights into the category's performance over time.
Transactions By Category
This detailed report offers a comprehensive breakdown of expenses and incomes for each specific category. Accompanied by a visually appealing pie chart, you can quickly grasp the distribution of your expenses across various categories, enabling you to make informed financial decisions and identify areas for potential savings.
Subscription Insights
This insightful report provides a transparent view of the true cost of a recurring payment by displaying the amount paid for the service over different time periods. You can easily track your spending and understand the cumulative impact of the recurring payment. Additionally, the report also includes the number of transactions made, offering a comprehensive overview of the payment history associated with the service.
Yearly Projection
The projection report offers you a valuable insight into your net worth for the current year by analyzing your spending habits. By analyzing income, expenses, and savings patterns, the report generates a forecast of net worth, providing you with a clear understanding of your financial trajectory and helping you make informed decisions to achieve your financial goals.
Income Vs Expense
This comprehensive report presents a clear overview of income versus expenses on a monthly basis, enabling you to track your financial performance over time. With a detailed breakdown of both income and expenses by categories, you can gain valuable insights into your spending patterns, identify areas of high expenditure, and make informed decisions to optimize your financial health.
Subscription & Bills
This report provides you with a comprehensive view of your active subscriptions and bills, presenting them separately along with their associated costs for the current month. With this you can easily monitor and track your fixed monthly expenses, enabling you to better manage your finances and make informed decisions regarding your subscriptions and recurring payments.
Payees
The insightful report organizes all transactions by payee or company, providing you with a clear overview of your spending patterns with different entities. By grouping transactions together, you can easily identify your expenses associated with specific payees or companies, helping you gain a better understanding of your financial relationships and facilitating budgeting and expense tracking.
Summary
This summary report offers you a concise overview of your financial activity for a specific month or period allowing you to quickly assess your financial performance at a glance.
Tags
The insightful report organizes all transactions by tags. By grouping transactions together, you can easily identify your expenses associated with specific tags, helping you gain a better understanding of your financial relationships and facilitating budgeting and expense tracking.
Monthly Living Costs
The comprehensive report provides a detailed breakdown of monthly living expenses, allowing you to track where your money is being spent. By categorizing expenses related to housing, utilities, groceries, transportation, and other essential living costs, you can gain a clear understanding of your spending patterns and identify areas where you can potentially save or make adjustments to their budget.
My Net Worth
The net worth progression report offers you a valuable insight into your financial growth and stability over time. By tracking changes in your Net Worth,the report provides a comprehensive view of how one's net worth has evolved. This allows you to assess your financial progress, set goals, and make strategic decisions to enhance your overall financial well-being.
