Main Function Page->Chart
Generate various statistical charts for income, expenses, assets, liabilities, and transfers.
Income(1): Statistical charts for income categories.
Spending(2): Statistical charts for spending categories.
Net Income(3): Statistical chart for net income, calculated as income minus expenses, for each period.
Asset(4): Statistical charts for asset.
Liability(5): Statistical charts for liabilities.
Net Asset(6): Statistical charts for the difference between assets and liabilities for each period end.
Transfer(7): Statistical charts for the amount transferred in or out of the account for each period.
Dividend(8): Dividend income, statistical charts for each period.
Income Report
Monthly Amount (1): Within the selected period, choose the account, select income categories, choose tags, and generate a bar chart for monthly amounts.
Category% (2): Within the selected period, choose the account, select income categories, choose labels, and generate a pie chart for amounts and proportions of each category.
Tag%(3): Within the selected period, choose the account, select income categories, choose tags, and generate a pie chart for amounts and proportions of each tag.
For selecting different periods, accounts, tags, etc., please refer to the options available in the transaction options.
Income – Monthly Amount
Income – By Category
Main category (1): Click on the category name to view subcategory details.
Income – By Tags
Spending Report
Monthly Amount (1): Within the selected period, choose the account, select income categories, choose tags, and generate a bar chart for monthly amounts.
Category% (2): Within the selected period, choose the account, select income categories, choose labels, and generate a pie chart for amounts and proportions of each category.
Tag%(3): Within the selected period, choose the account, select income categories, choose tags, and generate a pie chart for amounts and proportions of each tag.
For selecting different date ranges, accounts, labels, etc., please refer to the options available in the transaction options.
Spending – Monthly Amount
Spending – By Category
Main category (1): Click on the category name to view subcategory details.
Spending – By Tags
Net Income Report
Net income option (1): Select date range, choose account, pick tags, etc. Please refer to the transaction option for guidance.
Net income (2): Monthly Net Income Bar Chart.
Asset Report
Account’s recent total balance is positive, considering this account as an asset account.
Click End-of-Month Balance (1), display a bar chart of month-end balances within the selected period, showcasing the total assets for the chosen account.
Click on Account%(2), display the account balance ratios as of the end dates within the selected period.。
For selecting different periods, accounts, please refer to the options available in the transaction options.
Asset End-of-Month Balance
Asset – By Account Balance Ratio
Liability Report
The recent total balance of the account is negative, considering this account as a liability account.
Click End-of-Month Balance (1), display a bar chart of month-end balances within the selected period, showcasing the total assets for the chosen account.
Click on Account%(2), display the account balance ratios as of the end dates within the selected period.。
For selecting different periods, accounts, please refer to the options available in the transaction options.
Liablilty End-of-Month Balance
Liability – Account Balance Ratio
Net Asset – End-of-Month Balance
Transfer Report
Transfer type can be selected as transfer in or transfer out. This report only calculates amounts transferred between accounts and does not include amounts related to account spending or income.
Transfer in (1) is viewed from the perspective of the selected account (3). For example, to calculate the total amount transferred into the Trading Account, check “Transfer in,” choose the account, and select Trading Account.
Transfer out (2) is viewed from the perspective of the selected account (3). For example, to calculate the amount transferred out from the Saving Account, check “Transfer out,” choose the account, and select Saving Account.
For selecting different periods, accounts, tags, etc., please refer to the options available in the transaction options.
Transfer Report – By Account Balance and Ratio
Dividend Report
This report lists the cash dividend amounts for investment assets.
Monthly amount (1): Within the selected period, choose the account and securities to display a bar chart summarizing the monthly dividend amounts.
Dividends of Securities (2): Within the selected period, choose the account and securities to display a pie chart depicting the proportion and amount of dividends for the selected securities.
For selecting different periods, accounts, tags, etc., please refer to the options available in the transaction options.
Dividend – Monthly Amount
Dividend – By Securities Amount and Ratio
