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Creating PDF and Excel reports

The Reports menu builds a document with a summary, tables, and a category breakdown. PDF and Excel export are on the Personal plan and above.

Reports page with report settings and export buttons

Steps

Section titled “Steps”
  1. Open Reports.
  2. Choose the Report Period: a specific month or All Periods.
  3. Under Data to Include, pick the parts you want: Income Data, Expense Data, Budget Data, and Category Breakdown.
  4. Check the Data Preview on the right to make sure the number of records looks right.
  5. Click Export PDF (print-ready) or Export Excel (editable).

The report language follows the language you use in the app: Indonesian or English, never mixed.

When to use it

Section titled “When to use it”
  • Monthly or yearly records.
  • Reviewing together with a partner or family.
  • Material for tax filings or loan applications.