Reports

See where your money goes.

PennyBolt ships three reports at v1. Each answers a different question, and each is available from the Reports menu.

We kept the list short on purpose. Three reports that mean something beat ten reports that don’t.

Pages in this section

• Net worth — what you own, what you owe, the difference. One screen, total clarity.
• Sankey flow — every dollar traced from income on the left to category on the right. The best single picture of where your money goes.
• Spending trends — spending by week, month, or year. Where a pattern becomes visible.

What isn’t here yet

• Budget-vs-actual. No budget tool in v1, so no budget report.
• Investment performance. No investment tracking in v1.
• Tax reports. Pulling category totals for a tax year is straightforward in Spending trends, but we don’t have a dedicated tax view.
• Custom reports. The three reports above aren’t configurable yet. They will be in a later release.

• Net worth

  Assets, liabilities, and net worth at a glance.

• Sankey flow

  Trace every dollar from income to category.

• Spending trends

  Spending by week, month, and year.