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Reports

A responsive reports dashboard UI built for fintech and SaaS applications. Includes financial summaries, cashflow analytics, spending insights, and downloadable report management.

Reports

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Dashboard

Welcome back, Alex! Here's your Reports overview.

Executive Summary

Here’s how your finances performed this month.

Total Income

$8,420.00

12.5% vs Apr

Total Expenses

$4,680.00

5.2% vs Apr

Net Cashflow

$3,740.00

15.3% vs Apr

Savings Rate

44.4%

6.1% vs Apr

Executive Summary

Total Expense

$4,680

Housing

40%

$1,872

Food

20%

$936

Transport

15%

$702

Shopping

10%

$468

Entertainment

8%

$374

Others

7%

$328

Cash Flow Trend

Income vs expenses over time.

$3,740.00

Income

Expenses

$6K

$3K

$0

-$3K

-$6K

Jan

Income$70K
Expense$85K

Jan

Feb

Income$88K
Expense$42K

Feb

Mar

Income$66K
Expense$78K

Mar

Apr

Income$95K
Expense$44K

Apr

May

Income$82K
Expense$90K

May

Jun

Income$62K
Expense$60K

Jun

Jul

Income$52K
Expense$44K

Jul

Aug

Income$46K
Expense$43K

Aug

Sep

Income$102K
Expense$80K

Sep

Oct

Income$106K
Expense$96K

Oct

Nov

Income$74K
Expense$104K

Nov

Dec

Income$90K
Expense$66K

Dec

Spending Breakdown

Where your money went this month.

Dining Out

Monthly category spending

28%

-$120.50

Transport

Monthly category spending

12%

-$45.20

Shopping

Monthly category spending

18%

-$75.30

Entertainment

Monthly category spending

8%

-$22.10

Executive Summary

Generated reports and financial insights.

Monthly Summary - May 2024

PDF • Generated 2 min ago

Tax Report - FY 2023-24

PDF • Generated May 10, 2024

Spending Analysis - Q2

PDF • Generated Apr 30, 2024