Statistics & Reports

📊 Spending by Category

See how much you spend in each budget category over time. Identify your biggest expenses and spot trends in your spending patterns.

• • Monthly category breakdowns
• • Year-over-year comparisons
• • Percentage of total spending

📈 Budget vs. Actual

Compare what you planned to spend with what you actually spent. This report helps you understand how realistic your budget is and where adjustments are needed.

• • Budget accuracy tracking
• • Overspending alerts
• • Underspending opportunities

💰 Income vs. Expenses

Track your overall financial health by comparing total income to total expenses. See if you're living within your means and building wealth over time.

• • Monthly surplus/deficit
• • Savings rate tracking
• • Financial trajectory

🏦 Account Balances

Monitor how your account balances change over time. Track your net worth growth and see the impact of your budgeting efforts.

• • Account balance trends
• • Net worth calculations
• • Debt reduction progress

Identify Spending Patterns

Look for recurring overspending in certain categories. If you consistently spend more on dining out than budgeted, consider increasing that category's budget or finding ways to reduce spending.

Seasonal Adjustments

Use historical data to predict seasonal expenses. If utilities spike in summer, you can budget more for those months and less during milder weather.

Goal Progress Tracking

Monitor your progress toward financial goals. Are you saving enough for your emergency fund? Is your debt reduction on track? Statistics help answer these questions.