📈 Analytics & Reports
Charts, dues and reports across your money.
The Analytics tab has a scrollable row of sub-tabs:
| Sub-tab | What it shows |
|---|---|
| Overview | Your commitments at a glance: Total Overdue and Total Current Due cards, each split by source, and a Next Month Forecast. See below. |
| Stats | Income vs expense and “By Category” breakdowns for a chosen period, with filters. |
| Cards | Credit cards: credit limit and usage, plus Overdue, Due, “X of Y statement paid” and Upcoming amounts. Cards are sorted overdue first, then due, then upcoming. |
| Goals | Progress of your Goal accounts. |
| Loans | Monthly EMI, loan due this month and an “EMI Paid?” check. |
| Bills | Bill accounts: each cycle is Overdue, Due, Upcoming or Paid; open cycles show their projected due date. |
| Recurring | SIP, Insurance and Recurring Deposit (RD) installments for the chosen month, marked Paid, Overdue or Upcoming; filter by kind. Unpaid installments from earlier months (up to 12 months back) stay visible as Overdue. |
| Reports | Generate a report for a date range with filters and export it as CSV. |
Overview: what you owe right now
The Overview tab starts with two cards:
- Total Overdue – everything that is unpaid and whose due date has passed.
- Total Current Due – everything that is unpaid but whose due date has not passed yet.
Each card is split by source: Credit cards, Bills, Loan EMIs and SIP / Insurance / RD. Sources with nothing to show are hidden; if there is nothing at all you see “Nothing overdue” or “Nothing due right now”. The two totals never overlap, and spending in a cycle that has not closed yet is in neither (it is “Upcoming”). A pending-payments alert uses these same totals.
Below them, the Next Month Forecast card estimates what you will need to pay next month.
Stats
Choose the period, then filter by account or category. Use the Income / Expense filter to see where money comes from and where it goes, including a breakdown By Category.
Generate a report and export CSV
- Open Analytics → Reports.
- Set From and To dates and any Filters (account, category, income/expense).
- Tap Generate Report.
- Tap Export CSV and choose where to send or save the file.
The CSV columns are: Date, Account, Category, Description, Type, Amount, Amount (Main Currency).
“No data for this period”
Nothing matches the period or filters you selected. Change the period or clear filters. For Cards / Loans / Goals / Bills you also need at least one account of that type (add it in the Accounts tab).