How do the period reports work?

Period reports give you a detailed overview of your recurring budget's performance over time. Here's how they work:

Accessing period reports: Open the Budget details page of your recurring budget. Tap on the panel below the budget details labeled "Period Reports" to view the summary.

What you’ll see

Summary by periods: A breakdown of your spending and performance for each period (e.g., monthly, weekly).

Details by periods: Dive into specific periods to analyze transactions, category usage, and spending trends.

Next period prediction (Premium+ subscription only): Get forecasts for your next period, powered by AI, based on your spending history and patterns.