Tag
Reports
- Get any report by asking your AIAsk your AI for any spending report, such as top merchants, category totals by month or spending by account, built from your own transactions.
- Use the built-in web reports and export them to CSVOpen Cash flow, Spending, Income and Net worth in the web app for the ledger you're in, pick a date range, and download any of them as a CSV file.
- See income vs expenses over timeAsk your AI for a cash flow report on a ledger, with money in, money out and the net for each day, week, month, quarter or year.
- Check your net worthAsk your AI for your net worth today, what you own minus what you owe, and see which accounts make it up. Learn what it counts and what it can't show.
- A monthly money review with your AIOnce a month, ask your AI how last month went: money in and out, your top spending categories, what changed, your subscriptions and your budgets.
- Your year in spendingAsk your AI for a year of spending by category, quarter by quarter, see which categories grew, and check the same year in the web app's Spending report.
- Run several businesses in one accountKeep each business in its own ledger inside one Pennyweight account, switch between them with your AI, and report on each one by name.
- Runway, burn and revenue trend for your businessAsk your AI for a founder dashboard on a business ledger to see cash on hand, monthly burn, runway, a monthly revenue trend and top expenses.
- Transfers aren't spendingMoney you move between your own accounts isn't spending. See how Pennyweight spots transfers, pairs their two sides, and keeps them out of your totals.
- Totals look wrongA spending or cash flow total doesn't match your bank, comes back as two numbers or misses a ledger. Here is why each happens and how to fix it.