Charts & Analytics
Overview
The Reports screen turns your raw expenses into visual breakdowns. See where your money goes by category, tag, team member, or currency. Pick any date range, apply filters, and the charts update instantly.
Basic charts don't need a subscription.
How to Use It
Report Tabs
The reports screen has up to four tabs: Categories and Tags always, Members in shared projects, and Currencies when the period has expenses in more than one currency. All tabs share the same date range and filters.
Categories Report
Pie and bar chart showing spending by the 27 built-in categories. Each category shows its percentage of total spending and the exact amount.
Tags Report
Spending grouped by your custom tags. Since a single expense can have multiple tags, percentages may add up to more than 100%. This is expected.
Members Report
Only available in shared projects. Shows how much each member spent during the selected period. Useful for splitting costs or tracking individual contributions.
Currencies Report
Appears when the period has expenses in two or more currencies. Shows each currency's total in that currency, with the converted amount and its share of your spending. Tap a currency to see its expenses.
Changing the Date Range
Swipe horizontally on the date bar to move between periods. Tap the period label to switch between presets: week, month, quarter, year, or a custom date range. All report tabs update together when you change the date range.
Filtering
Tap the filter button to open the unified filter panel. You can filter by:
- Categories (select one or more of the 27 categories)
- Tags (select one or more custom tags)
- Members (in shared projects only)
- Currency (pick one to see only the expenses in it, shown in that currency; offered when the period has any expense outside the base currency)
- Special filters: tagged-only or untagged-only expenses
The filter button shows a badge with the number of active filters. Tap Clear All inside the filter panel to reset everything.
Tips
Tags Can Overlap
One receipt tagged "Business" and "Travel" counts toward both tags. The tags report reflects this, so the sum of all tag amounts may exceed the total spending for the period.
Filters Apply Everywhere
When you set a filter, it applies to all report tabs and to any PDF you export while the filter is active.
Custom Date Ranges
Need a report for a specific trip or billing cycle? Use the custom date range option to set exact start and end dates.
No Subscription Needed
Viewing spending breakdowns, using filters and changing date ranges all work without a subscription.