REPORTS
Read the key income, spending and net activity figures for a selected month and understand what contributes to the report.
5 min readBEFORE YOU START
Your report summarizes recorded financial activity for the month and accounts or cards you choose to include.
Choose the month you want to review
Choose all accounts and cards or narrow the report
Income and spending come from recorded transaction activity
Comparisons help show how the month changed from the previous period
STEP BY STEP
Select the month you want to review and decide whether the report should include all accounts and cards or a narrower part of your workspace.
Changing the report scope changes which recorded transactions contribute to the figures you see.
Start with income, spending and net activity. Together, these figures summarize the recorded movement for the selected report.
Net activity shows the difference between recorded income and recorded spending for the selected period and scope.
Positive net activity means recorded income was higher than recorded spending during the selected period.
Net activity describes movement during the reporting period. It is not the same as your account balance or overall financial position.
Use the comparison indicators to understand whether income and spending increased, decreased or remained broadly unchanged.
↑ 4.2%
↓ 3.8%
An increase or decrease is context, not automatically good or bad. Use the category analysis to understand what changed.
The monthly totals provide the overview. Category analysis then helps explain where the recorded income and spending came from.
READ THE REPORT TOP TO BOTTOM
Your monthly report gives you an overview first and then lets you move into the categories and transactions behind those figures.
Reports explain recorded activity already available in MoniTrak. Viewing a report does not create, move or change financial activity.
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