REPORTS
Turn financial activity into a clearer picture.
Review income, spending, category activity and monthly planning information using the financial data already in your MoniTrak workspace.
5 guidesREPORTS HELP
Understand what your numbers are telling you.
Start with the monthly overview, explore the activity behind the totals and understand how your planned income compares with commitments.
Understand your monthly report
Read the key income, spending and net activity figures for the selected reporting period.
5 min readReview income and spending
Understand category totals, shares of activity and changes compared with the previous month.
5 min readExplore category details
Open a report category to see the transactions that contribute to its total.
4 min readUnderstand your Salary Planner
See how planned income and commitments come together in your monthly financial plan.
5 min readUnderstand coverage and shortfalls
Learn how MoniTrak compares planned income with commitments and highlights remaining coverage or a shortfall.
4 min readMONTHLY OVERVIEW
Start with the movement behind the month.
Your report brings recorded income and spending together for the selected period so you can see the overall direction of your financial activity.
Report figures reflect the transactions and financial information available in your MoniTrak workspace for the selected filters.
SPENDING ANALYSIS
See where your spending is concentrated.
Category totals help turn individual transactions into a more useful view of how your money was used.
CATEGORY DETAILS
Follow a total back to the transactions behind it.
Open a category to understand which recorded transactions contributed to the amount shown in your report.
SALARY PLANNER
See how planned income covers your commitments.
The Salary Planner brings together planned income and commitment information from the relevant parts of your workspace.
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