Reports
The Reports page is a dashboard builder. You create named dashboards, place widgets on them, and adjust each widget’s size, position, and resizing handles. On first visit, a default dashboard named Overview is seeded with six widgets preconfigured for common views.
Multiple dashboards
Create, rename, or delete dashboards from the header bar. Each dashboard carries its own period preset and time granularity setting; they don’t affect each other.
Period presets (available on every dashboard):
- Last 30 days / Last 90 days / Last 6 months / Last year / Year to date / All time / Custom range
Time granularity controls how data points group within a period: daily, weekly, monthly.
Widget metrics
Choose one of these metric types when adding a widget:
Breakdowns (static values)
| Metric | What it shows |
|---|---|
| Balance by account | Total balance per account in a list |
| Balance by account type | Grouped totals by asset, liability, income, expense |
| Balance by account subtype | Totals by subtype (Checking, Savings, Credit Card, etc.) |
| Pockets allocation | Allocated amounts across pockets (optionally scoped to one account) |
| Tag flow | Total spent per tag over the current period |
Time series (charts over time)
| Metric | What it shows | Chart type |
|---|---|---|
| Account balance over time | Running balance for chosen accounts | Line |
| Tag flow over time | Spending per tag per period bucket | Bars |
| Net worth over time | Combined asset and liability balances | Line |
| Cashflow (income vs expenses) | Income and expense side by side per bucket | Stacked bars |
Donut / ring breakdowns
| Metric | What it shows | Chart type |
|---|---|---|
| Balance by account type | Share of total by account type | Ring |
| Balance by account | Share of total per account (non-archived assets) | Pie |
Widget sizes map to a 12-column grid: Small (3 cols), Medium (6 cols), Large (9 cols), Full width (12 cols). Resize by dragging edges, reorder by drag-and-drop.
Computation
All metrics are computed client-side from your local database. Values convert to your primary currency using stored FX rates. There is no server-side processing.
Exports
WealthMgr does not currently export CSV from the Reports page. Export your full database as a SQL text dump (.sql file) from Settings → Export, then import it into any SQLite tool for querying.