How To Find Reports In MoneyCoach 12.5 And Later

In MoneyCoach 14.0.1 on iPhone, tap Reports in the tab bar. Reports is one of the default tabs. You can also open Overview and tap the Reports card.

Find the Reports list

1. Tap Reports in the tab bar.
2. If Reports is not in your tab bar, open Overview.
3. Find the Reports card at its saved position and tap it.

On iPhone, the Reports card opens the report list.

The Reports card follows your saved card order. If it is hidden, open Settings > Customize Overview > Configure Overview Cards and turn on Reports.

The Reports tab is in the default iPhone tab bar. With Premium, you can remove it in Settings > Tab Bar. If it is absent, use the Reports card on Overview.

Review expenses for a month

Choose the dates inside a report. The Reports list itself has no date filter.

You need at least one active transaction to generate a report. Transfers alone do not meet this requirement.

1. From the Reports list, open Top Categories.
2. To view expenses, select the minus (−) button.

Open Top Categories to review expenses by category.

The period buttons follow your payday settings. A displayed period might not match a full calendar month.

If you already selected a custom range, its button shows that period.

To select an exact calendar month:

1. Tap Custom… or the period shown in its place.
2. Set Start Date to the first day of the month.
3. Set End Date to the last day of the month.
4. Tap the checkmark (✓) button to apply the range.

Use the first and last dates of a month to review that calendar month.

Additional information

If the selected period has no category data, Top Categories shows No data for this time period. Some reports can show an upgrade screen.

If a report opened from a Summary card limits filtering, reopen the report through Reports.

To exclude internal transfers, see how to exclude transfers from reports.

To review transactions by day, see how to use Calendar.