Home

Chapter 14. Reports

Ace Jones <acejones@users.sourceforge.net>

Revision 0.9 (2005-08-04)

Available Reports


Reports View

@Rob: Pls update Screenshot to include new Charts section

Income and Expenses

The reports in this section show your income and expenses either for the current month, or for each month in the current year. Of course, the duration of the overall report and the duration captured by each column can be configured to your liking.

Net Worth

Here there are reports that describe your net worth, either at the current moment, or every month for the current year, or every year of your history. There are also reports to get the balances for all of your accounts at any given point in time.

Transactions

This section includes reports that list out your individual transactions. This is the best way to print your account register for a specific period of time.

They can be grouped together according to your liking by choosing the appropriate report:

  • By Account

  • By Category

  • By Month or Week

  • By Payee

Investments

These reports help you keep track of your investments. They only include investment accounts.

  • Investment Transactions. Similar to a Transactions report, and including the share price and quantities.

  • Investment Holdings by Account. Shows the current shares, price, and value for each account.

  • Investment Holdings by Type. Same as the previous report, but organizes the accounts by type (Stock, Mutual Fund, etc)

  • Investment Performance by Account. Shows the annualized performance over any period of time. This performs a cash flow analysis of all money coming into and going out of the account. As a result, this is a very accurate picture of how well your investments are doing.

  • Investment Performance by Type. Same as the previous report, but organizes the accounts by type (Stock, Mutual Fund, etc)

Taxes

The tax reports are just like the Transactions report, with the addition that only Tax categories are included. This allows you to flag certain categories as being tax-related, and then get one big report at the end of the year to see them all in one place

Charts

If Charts are enabled, this section lists all the reports which are marked to display a graphical chart as the default. They are still listed in one of the other sections, but they're also aggregated here for your easy reference.

Favorites

This section lists all the reports you have marked as your favorite in the report configuration dialog. They are still listed in one of the other sections, but they're also aggregated here for your easy reference. Favorite reports are also included on the financial summary page for even easier reference.

To access the report configuration dialog, bring up the report you wish to configure, and press the "Configure" button at the top of the report.