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Income & Expense Summary
A clear P&L showing exactly what came in, what went out, and what you're left with — every month.
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Top Spending Categories
See exactly where your money is going — ranked by size, with visual bars so it's impossible to miss.
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Cash Flow Pattern
When money arrives, when it leaves, when you're under pressure — mapped out clearly so you can plan ahead.
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Plain-Language Commentary
A short paragraph written for you — not your accountant. Clear, honest, and actually useful.
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Red Flag Alerts
Unusual transactions, potential issues, or things worth a conversation — flagged before they become problems.
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One Focus Recommendation
Every report ends with one specific, actionable thing to focus on in the month ahead.