Investments, reports and GAIA

    How do I use Reports?

    Switch between financial overview, expenses and income to analyze a period.

    Guide based on the current Rank beta

    Reports turns your categorized transactions into summaries and distributions.

    How to do it

    1. 1Open Reports.
    2. 2Choose Overview, Expenses or Income.
    3. 3Select the period.
    4. 4Enable Compare when you want to see the previous period.
    5. 5Select a category or group to view its transactions.

    Keep in mind

    • No transactions means the period or filters contain no transactions.
    • Correcting a category from a report also changes how that transaction is counted.

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