Reports & Analytics

Charts that
tell the truth

See where your money comes from and where it goes with cash flow reports, category trend charts, top merchant rankings, and income source breakdowns. Save any report and come back to it anytime.

30D
90D
6M
1Y
Jan
Feb
Mar
Apr
IncomeSpending
Whole Foods$847 12x
Amazon$423 8x
Shell$312 6x
Starbucks$98 14x

Insights you can actually act on

Cash flow chart

Income vs. expenses plotted over time. See your surplus or deficit each month and spot seasonal patterns instantly.

Category stacked bars

Stacked bar charts break down spending by category month-over-month. Watch how your mix shifts and where growth happens.

Top merchants

Ranked list of where you spend the most. Drill into any merchant to see transaction history and frequency.

Income sources

Track every income stream — salary, freelance, dividends, refunds. See how your earnings diversify over time.

Time range selector

Switch between weekly, monthly, quarterly, and yearly views. Set custom date ranges to zoom into any period you care about.

Saved reports

Bookmark your favorite views and filters. Open them with one tap to check the numbers you care about most.

How it works

1

Open the Reports tab

Your dashboard comes pre-loaded with cash flow, category breakdown, and top merchant reports. No setup required — they build themselves from your transactions.

2

Explore and filter

Adjust the time range, toggle categories on and off, or drill into a specific merchant. Every chart is interactive and updates in real time.

3

Save what matters

Found a view you want to revisit? Save it as a named report. It stays up to date automatically so your insights are always fresh.

Try Worth free for 3 days

No credit card required. All features included.

Start free trial