Custom reports are available on the Pro plan. On Free and Basic the Reports section shows only the built-in reports.

A report is a page you fill with widgets. Each widget is one chart or one number, configured independently.

Reports are shared. Everyone with access to reports sees every custom report in the workspace — there are no private reports.

On the Reports page, choose + New report. The report is created straight away and named New report.

To rename it, click the name in the breadcrumb at the top of the page, type, and press Enter.

Creating a report requires edit access to reports. Someone with view-only access can still edit and delete the reports they created themselves, but not anyone else's.

On an empty report, use Add widget. Once the report has widgets, the button moves to the top right.

The first step asks what you want to report on:

Insight — the current state of things. How much did we spend by category this year? A single number, or a bar or pie chart.

Historical values — how something changed over time. How did our balance move month by month? A bar or line chart, always along a timeline.

The second step is the settings form, with a live preview beside it. Everything updates as you type.

After saving, hover a widget card to reveal its edit and delete icons. To reorder widgets, open View settings → Report options.

Name is required and appears as the card's title.

Data source is either Transactions or Accounts. Switching it resets the metric and grouping to something valid for the new source.

Metric is what gets measured:

When the metric is Amount, you choose how income and expense combine.

Signed — income positive, expenses negative. They cancel out.

Absolute — everything counted as a positive number. Nothing cancels.

The difference is larger than it sounds:

Signed answers what did this leave us with. Absolute answers how much money moved through here. The default is Signed.

Group by splits an Insight widget into bars or slices — by category, counterparty, account, currency, or any custom attribute. Choose No grouping and the widget becomes a single number.

Historical widgets are always grouped by time, so they have no Group by.

Segment by subdivides each bar or line a second time. On a bar chart the segments stack; on a line chart each becomes its own line.

Historical widgets take a period: this week, this month, this year, the previous ones, all time, or a custom range. A preset moves with the calendar; a custom range stays where you put it.

Transaction widgets use the same filter panel as the transactions page, including your saved filters. Account widgets have a smaller one: account, type, currency, balance.

If you group or segment by category, counterparty, or a custom single-select attribute that has sub-options, a Subcategories setting appears:

Rolled up — sub-options are counted inside their parent. The tooltip lists them, and on a pie chart you can click a parent to open it.

Shown separately — parents and children appear side by side as separate bars or slices.

Rolled up is the default.

Show legend, show axis labels, show zeros. All on by default.

A transaction has two dates: the date it moved, and an optional actual period it belongs to.

Payroll paid on 10 January for December's work has a date of 10 January and an actual period covering December. An annual subscription paid once has a date in March and an actual period spanning twelve months.

The built-in reports divide along this line:

That is why the same period can show different figures in Cash Flow and P&L, and both are right. Cash Flow answers when did the money move. P&L answers which period did it belong to.

Custom widgets work on the date. A Historical widget always does. An Insight widget does too, unless you add an Actual date filter — then each amount is spread across its actual period, exactly the way P&L does it.

That makes P&L-style views possible, but a widget will not reproduce P&L exactly. Three differences remain whatever you configure:

If you want a widget that comes close, set the metric to Amount, filter on Actual date, limit Transaction type to income and expense, and leave the amount mode on Signed.

Amounts spread evenly per day, not per month. A 1,200 expense over 365 days is 3.29 a day, so a 31-day month gets 101.92 and a 28-day month gets 92.05 — never exactly 100.

If a transaction has no actual period, its date is used instead. Bank-imported transactions never have one unless you add it.

Tooltips show the group and each series. Where a parent has sub-options and the widget is rolled up, a Subcategories section lists the children, largest first.

Clicking a legend entry on a bar or line chart with several series isolates that series; clicking more adds them back. This is not saved — it resets when the page reloads.

Clicking a pie slice that has sub-options opens it, showing the children plus a slice for the parent's own transactions. A Back button returns you.

Planned transactions are off by default and controlled for the whole report, not per widget: View settings → Report options → Show planned data. With it on, bars gain a hatched section, lines continue as a dashed line, and pie charts add hatched slices. Overdue scheduled transactions count as planned.

Transaction widgets show each amount converted at the rate on the day it was recorded, in your workspace currency. That figure does not move afterwards.

Account widgets convert balances at the latest rate. If rates are delayed or missing for a currency, the widget says so rather than quietly leaving money out.

Seeing reports requires view access; creating them requires edit.

A member limited to certain accounts sees the same charts with smaller numbers — the figures are recalculated for what they can access, without any note that something is missing.

Members without report access do not see the Reports section at all.