Reports – how to use them

  • Before using the reports option you’ll need to do two things first:
  • Set up your folder categories: ‘How to set up a folder’
  • Complete the set-up of each subscription: ‘How to fill out your subscription info’. 
  • When you have completed the two tasks above, you can now make the most of your reports function. Select Reports from the menu bar at the top of the page.
  • Let’s say you have set up four folder categories:
  • Utilities, insurance, Recreation, and Communications.
  • Under your Utilities you might have included your electricity, water, and gas.
  • Under Insurance you might have car insurance, life insurance, and health insurance.
  • Under Recreation you might have put Apple Music and Netflix.
  • And finally under Communications you might have your Internet and mobile phone services.
  • You will able to see three separate graphs.
  • The first will show you how much you have remaining to pay for the month in each category
  • The second is a pie chart showing the total amount per category for the next 12 months.
  • The third will show your monthly totals for the next 12 months.
  • You’re able to switch individual reports on and off.
  • In the legend of each graph, there is a coloured bar next the folder category name.
  • Click on this coloured bar, and that folder category will disappear from the graph below it. You can do this with each folder category for all the graphs on your reports page. This way you’ll be able to see just one category at a time if you choose.
  • If you want to see how much you will spend on each category for the relevant period, hover your cursor over the graph. The relevant amount will pop up next to your cursor.
  • Eg: If you’d like to see how much you will spend on insurance for the next 12 months, hover your cursor over the piece of the pie allocated to insurance in your pie chart.
  • These reports will help you see where the bulk of your costs are, where you might make cut backs or increases if necessary.