Below that are your income, expenses and net flow, spending by category, and budget versus actual for each limit. Spending mix splits your money into needs, wants and savings next to the 50/30/20 guideline. Export makes a CSV spreadsheet of the period's transactions that you can save to Files or share.
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Transcript
0:00 Open Reports and pick a period
In this video you'll read your reports, to see where your money went, and export your transactions. Tap Reports.
Reports start with this month. Swipe the tabs for last month, the quarter, the year, all time, or a custom range.
0:19 Compare to the previous period
Turn on Compare to previous period to see how each total changed. It needs a month of history, so mine has nothing to compare yet.
0:29 Key insights and totals
Key insights pick out a win, a risk and a next step. Tap the XP badge to claim 25 XP for reviewing your report, once a day.
Below that are your income, your expenses, and your net flow: what you kept.
0:46 Spending by category and budget vs actual
Tap a chip to jump to a section. Categories shows where your money went. Food and Groceries is my biggest category this month.
Budget versus actual shows each limit and whether you're on track. And the cash flow trend fills in as you log more months.
1:04 Needs, wants and savings (50/30/20)
Swipe the chips and tap Log. Spending mix splits your money into needs, wants and savings, next to the 50/30/20 guideline.
Below it is every transaction in this period, with search and filters.
1:19 Export transactions to CSV
To get your data out, scroll back up and tap Export. It makes a spreadsheet file, a CSV, of this period's transactions, which you can save to Files or share.
Tap outside to close it.
Next in Plan Your Money, we'll compare the budget types: monthly, flexible, and save for later. Links to download Hunter Vault are in the description.
