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Reports explain what is shaping the forecast. The calendar answers what happens next; reports help explain why.

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Report surfaces

ReportPurpose
Category spendingShows where expenses concentrate during the selected period.
Category trendsCompares category movement over time.
AI reportOptional AI-generated cash-flow summary.
Sidebar insightsQuick planning signals based on the current account and month.
Reports are a paid feature. Free users can build a basic forecast but should be prompted to upgrade when opening reports.

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Category spending

Category spending helps users identify top outflows and recurring pressure points. It is most useful after a forecast has enough transactions to show patterns. Trend views compare categories across periods. They are useful for answering questions like:
  • Is grocery spending rising?
  • Are subscriptions stacking up?
  • Which fixed costs dominate the month?
  • Which categories create the lowest-balance window?

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AI report

AI reports are opt-in. They summarize recent budget data and suggest informational next steps. They are not financial advice.

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Best practice

Use reports to decide what to change on the calendar. A report is useful when it leads to a timing change, category adjustment, recurring rule update, or debt payment decision.