PDF Report

Download a professionally formatted PDF report of your monthly finances — ready to save, print, or share.

Generating a report

/report

Downloads the current month's report. For a past month:

/report 2026-02
/report 2025-12

What's in the report

Summary strip

Four cards at the top of the report for a quick overview:

Card	Shows
Total Spent	Total expenses for the month
Daily Avg	Average spend per day
Income	Total income recorded (or N/A)
Net / Savings	Net cash flow and savings rate

If you have expenses in multiple currencies, the summary strip shows the primary currency and notes the others below.

Spending by category

A table with a colour-coded bar chart for each category showing:

• Amount spent
• Percentage of total spend
• Budget status — remaining amount (MYR 120 left) or overage (MYR 50 over) in green/amber/red

By account

Lists each account used this month with the amount spent and current balance. The balance column is labelled Balance (now) to make clear it reflects the current live balance, not the balance at month-end.

Fixed costs

All active recurring expenses with their frequency and monthly equivalent cost, plus total monthly commitment. Useful for understanding how much of your budget is pre-committed.

Income

Income entries broken down by source and currency, with a per-currency total row at the bottom.

All transactions

A complete ordered list of every expense for the month — date, description, category, amount, and linked account. In a group report, a Logged By column shows who recorded each entry.

Report format

• A4 portrait PDF
• Clean, printer-friendly layout
• Unicode support for all text
• Delivered as a Telegram document you can save or forward

History access

Plan	Report access
Free	Not available
Pro	Current month
Ultimate	All time

Plan requirement

PDF reports require a Pro or Ultimate plan.

tip

Generate a report at the end of each month to keep a permanent record of your finances — useful for tax filing, reimbursements, or sharing with a partner.