How-to guide

How to Review Monthly Spending

  1. Open Reports from Accounts or module-specific exports.
  2. View spending by category, income vs expense, and Clear Financial Report summaries.
  3. Export any table to CSV or full workspace to JSON.

Feature detail: Financial Reports · Help article

FAQ

Frequently asked questions

How to Review Monthly Spending?
Open Reports from Accounts or module-specific exports. View spending by category, income vs expense, and Clear Financial Report summaries. Export any table to CSV or full workspace to JSON.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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