Draft Windows screens are real, from the Demo login with made-up data. Hatched plates are Android screens still to come. Copy is a draft.
by CoreWave Studio
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Reports

Twenty-three reports, and you choose the period.

From cash flow to savings rate, each report can run by month, quarter, financial year, half-year or calendar year.

Reports
Cash flow by months for May to September 2026 compared with the same months a year earlier
  1. Pick the period and the bucketsMonth, quarter, financial year, half-year, calendar year; or all time.
  2. Compare with an earlier periodA side-by-side table shows each figure and its change.
  3. Export and saveDownload any report as CSV and keep your favourite setups.

Screens

More screens.

Profit and loss
Profit and loss by month for twelve months
Profit and lossIncome, expense and the profit line, month by month.
Net worth
Net worth over time stacked by assets, investments and liabilities
Net worthAssets, investments, trading and liabilities, with the net line.
Category report
Category report pie chart for the year
Category reportWhere a year of spending went, as a pie with the list beside it.
Category monthly
Category monthly stacked bars
Category monthlySee which categories move from month to month.
Cash flow by months
Cash flow by months for twelve months
Cash flow by monthsTwelve months in and out, split by category.
Compared with last year
Cash flow by months compared with the previous year
Compared with last yearA dashed line shows the earlier period beside this one.
Savings rate
Savings rate by month
Savings rateThe share of income you kept, by month, with the figures beside it.
Allocation
Allocation of balances by account type
AllocationHow your money is spread: by bucket, account type, currency or account.
Account balances
Account balance list with start, end and change
Account balancesEvery account's balance at the start and end of the period, and the change.
Fixed deposit maturities
Fixed deposit maturities showing interest and principal due by month
Fixed deposit maturitiesWhat each deposit will pay and when, month by month.
Customize a report
Report customize panel with period, comparison and grouping
Customize a reportPick the period, compare with an earlier one, group by month or quarter, and save the setup.

Screens

Each report has its own tile.

Reports home, money flow
Reports home, money flow section
Reports home, money flowProfit and loss, cash flow, category, tag and payee reports.
Net worth and balances
Reports home, net worth and account type sections
Net worth and balancesNet worth, allocation, savings rate, deposits and bonds.
Loans, equities, forecast
Reports home, loans, equities and looking ahead sections
Loans, equities, forecastLoan, equity, CFD and retirement reports, and a cash flow forecast.

Also included

  • Cash flow by monthsMoney in and out, bucket by bucket.
  • Category and tag monthlySee which categories and tags move.
  • Savings rateWhat you kept, against what you earned.
  • And moreEighteen further reports, each with a line icon on the Reports home.

On Android

The same screens, rebuilt for a phone. Android screenshots come once the Android app is built.

Reports home
Report with chart
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