Reports

The ready-made reports

The dashboard gives you the summary, and reports give you the detail. Use them to answer specific questions about your money, such as how much you've spent eating out this year or how each budget is going.

abacova comes with ready-made reports for the most common questions.

Cash flow

Cash flow shows what came in, what went out and the result. Money moved between your own accounts doesn't count, and neither does lending or repayment, so you see what you really earned and spent.

Spending by category

Spending by category splits your outgoings across your categories and leaves out the same movements as cash flow, which is why the two read well together. A variant, spending by category per month, shows how that split changes over time.

Net worth and accounts by type

Net worth follows what you own and what you owe, and accounts by type breaks your accounts down by kind.

Adjust a report

A ready-made report is a starting point, and you can change it to fit your question.

Include transfers

Cash flow and spending by category leave out transfers and debt movements by default. Under Metrics, turn on Include transfers and debt movements and the report counts every movement instead. To see what you earn and spend, leave it off.

Reports you saved yourself keep their measure.

Build your own reports

When no ready-made report answers your question, build one with the report builder. Start from the question and ask yourself what data it needs, because that decides where the report draws from: transactions, budgets, accounts, portfolio or debts.

Your spending and income

For anything about what you earned or spent, start from transactions.

Budget versus actual

To see how your plans are going, draw on budgets. A line over its limit is the one to look at first.

Your portfolio

To look at your holdings, draw on the portfolio, which brings together what you hold, its value and its profit or loss.

Budgets and the portfolio are not part of the free or entry plans.

Save it and take it with you

Save a report

When a report works for you, save it, then re-run it whenever you need it. A report you reach through a dashboard card's arrow is new and unsaved, so change it and save it as your own if you want to keep it.

Reports are available on every plan, including the free one. What the free plan limits is how many you can keep: three saved reports. Building, running and exporting a report is not limited.

Export to Excel, PDF or image

Reports export to three formats: Excel, to keep working with the figures, PDF, to send or print, and PNG, to paste a picture into a presentation or a message.

One detail if you hide your balances with the eye icon: the report builder masks every amount and blanks the chart, but exports still contain the real figures. Check before you share a file.

Reports are designed for a computer. The phone app can reach them, but it opens them in the browser.