New in Financio: See How This Month Compares
The Comparisons report charts your spending or income against last month, last quarter or the same time last year, day by day, so you know where you stand before the month is over
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Beautiful charts, detailed breakdowns, and customisable reports. See where your money goes and how your wealth grows over time.
Everything you need to understand your finances.
Powerful reports and visualisations that turn your data into actionable insights.
Get a complete overview of your finances at a glance. See income, expenses, savings rate, and key metrics all in one place.
Customise your reports, your way.
Filter, export, and compare: everything you need to make sense of your finances.
Custom Filters
Slice your data any way you want.
Filter reports by date range, account, category, or tags. Create the exact view you need to understand your spending patterns.
Export & Share
Take your reports anywhere.
Export reports as CSV for spreadsheets or PNG for sharing. Save your favourite report configurations to access them anytime.
Comparisons Report
This month against last, like for like.
Chart any category against the previous month, quarter, or year, or the same period last year, matched day for day. See exactly where you stand at this point and where the period is heading, or ask Insights a comparison question in plain English.
Slice your data any way you want.
Filter reports by date range, account, category, or tags. Create the exact view you need to understand your spending patterns.
Take your reports anywhere.
Export reports as CSV for spreadsheets or PNG for sharing. Save your favourite report configurations to access them anytime.
This month against last, like for like.
Chart any category against the previous month, quarter, or year, or the same period last year, matched day for day. See exactly where you stand at this point and where the period is heading, or ask Insights a comparison question in plain English.
Get started today
Start understanding your finances in minutes. Import your transactions and see beautiful reports instantly.
View your first reportPowerful features
Built for real-world reporting
Every feature designed to help you understand your finances, from detailed breakdowns to beautiful visualisations you can share.
- Spending by category
- Interactive donut and bar charts show exactly where your money goes each month.
- Income vs expenses
- Track your cash flow with clear visualisations of money in versus money out.
- Net worth over time
- See your total wealth grow with historical net worth tracking and charts.
- Saved report views
- Save your favourite filter combinations and access them with one click.
- CSV & PNG export
- Export your data to spreadsheets or save charts as images for sharing.
- Date range filters
- View any time period: this month, last quarter, year-to-date, or custom ranges.
- Cash flow calendar
- View income and expenses on an interactive calendar with day, week, or month views.
- Period comparisons
- The Comparisons report charts any category against the previous period or the same period last year, with a projection to period end.
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