Creating reports

Under More > Reports, predefined reports are available at overview, budget, transaction, and cashflow level. For each report, grouping, sorting, and filters can be adjusted. Custom settings can be saved under a custom name.

How it works

Go to More > Reports.
Select a report from the predefined list.
Click Settings to adjust grouping, sorting, or filters.
Click a row to expand the details.
Optional: save your customised report via Save, give it a name, and reuse it later — saved reports appear at the top of the list.

Predefined reports

Multi-year overview — income and expenses over multiple years.
Fixed expenses overview — all fixed expenses listed.
Monthly expenses — progression per month.
Annual budget — budget versus actual.
Account balance — assets, liabilities, and net worth.
Cashflow over time — income, expenses, and balance over time.
Cashflow per month — monthly money flows, useful for completeness checks.

Amount display

The report toolbar has an Amount button with 3 display options:

2 decimals — amounts with cents, such as 1,234.56.
Rounded — whole amounts, such as 1,235.
Thousands — amounts divided by 1,000, such as 1.

The choice is saved per report, including saved reports. Prognosis reports show rounded amounts by default; the other reports default to 2 decimals. When printing, the first page states which display was used.

Expense report

Via Transaction reports > Expense report, an overview of transactions with an attached file is created. Filtered by default on transactions with attachments; the filter can be adjusted to, for example, a specific category Expenses.

From the report:

Print for a clean PDF.
Download attachments as a single zip file.

Business reports

For small-business use, two additional reports are available:

VAT return.
Profit and loss statement.

For both, a VAT percentage must be set per category. Spendle then calculates amounts excluding VAT, based on the VAT percentage linked to the category of the transaction.