PDF financial reports

Grassfeld offers PDF Financial Reports to provide a comprehensive overview of your finances, allowing you to track income, expenses, and overall money flow easily.

Where to find reports. Tap the button in the top right corner of the Analytics page to access financial reports. 


• Generated view. All generated reports in one place. Your next automatically prepared report will be visible here as well. All reports can be downloaded at any time from this location (4 reports are available for free);

• Scheduled view. Schedule and customize which kind of report you want to get (available only for Premium users).

Free Plan

• Generate up to 4 reports monthly;
• Includes Income and Expense sections only.

Premium Plan

• Unlimited report generation.
• Access to all sections, including: Income, Expenses, Money Flow, Predictions, Budgets, and Savings Goals.

Creating new reports anytime

1. Tap the "+" button in the top right corner;
2. Configure general information (select account, set period);
3. Adjust personalization settings;
4. Select shared accounts that you want to include in the report;
5. Choose report sections;
6. Tap on the "Generate Report" to create it.

Customizing and managing scheduled reports (Premium Only)

• Scheduled reports can be automatically generated for Premium users;
• You can adjust the schedule settings to include specific accounts, time ranges, or data;
• Want the report sooner? Go to the Schedules tab and tap "Generate Now."