WealthMgr Docs

The Reports page gives you interactive charts for understanding how your balances and spending have changed over time.

Date range and granularity

All charts on the Reports page share the same date range and granularity controls at the top:

  • Start date / End date — the period to analyse. Defaults to the last 3 months.
  • Granularity — how to group data points: daily, weekly, or monthly.

Tip

Set granularity to monthly for a cleaner view when comparing long periods, and daily when investigating a specific short period.

Account balance chart

The account balance section lets you plot the balance history of any account.

  1. Choose an account from the dropdown.
  2. Click Add to pin that account’s series to the chart.
  3. Add up to several accounts to compare them on the same chart.

Each pinned account appears as a labelled line. Click the label to remove it from the chart.

Tag spending chart

The tag spending section shows how much you have spent on a particular tag over time.

  1. Choose a tag from the dropdown (tags come from your transactions).
  2. Click Add to pin that tag’s series to the chart.

The chart shows the total amount of transactions bearing that tag in each period.

Net worth trend

A separate section shows your overall net worth trend for the selected date range. This is the same data as the Dashboard net worth chart, but with full date range and granularity controls.

Totals summary

Below the charts, a summary row shows the total assets, liabilities, income, and expenses across all accounts for the selected period.

Info

Reports data comes from your local database. The charts update immediately when you add, edit, or delete transactions — there is no cache to clear.

Exporting data

WealthMgr does not currently provide a CSV export from the Reports page. You can export your full database from Settings → Export as a SQLite file, then query it with any SQLite tool.