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.

Example: spending per restaurant

You want to see how much you spent at each restaurant. You can do this with the report Annual report per category. This report shows your expenses per category, and below that per relation.

Open the transaction of a restaurant. In Relation, enter the name of the restaurant and in Category choose Restaurants. Click Save. Do this for every restaurant transaction.
Go to More > Reports > Annual reports and choose Annual report per category.
Choose the year at the top.
Click the line Restaurants. You now see the amount per restaurant for that year.

With your own category, such as Eating out, you click the line of that category in step 4.