Reports
View your financial registry and export data for accounting.
Overview
The Reports page shows your complete financial registry — all income from invoices and transactions, plus expenses. Filter by date and type, then export to CSV or PDF for your accountant.
Tip
For time breakdowns by category, topic, or tag, use the Dashboard instead. The Reports page focuses on financial transactions.
What the Registry Shows
Each row is a financial transaction:
| Column | Description |
|---|---|
| Date | When the transaction occurred |
| Type | Income or Expense |
| Description | What the transaction is for |
| Amount | The monetary value |
Filtering the Registry
Narrow down what's shown:
- Type — Show all, income only, or expenses only
- Date range — Custom start and end dates
Quick period buttons: This Month, Last Month,This Quarter, This Year
Exporting Data
Export your filtered registry:
CSV Export
Download a spreadsheet-compatible file. Import into Excel, Google Sheets, or accounting software.
PDF Export
Download a formatted document. Good for sending to your accountant or keeping as records.
Archive Bundle
Download invoices and transaction attachments in a single ZIP file. Filter by client, invoice status, or transaction type.
Archive Bundle Options
When creating an archive:
- Client — Include only records for a specific client
- Invoice status — Include draft, sent, or paid invoices
- Transaction type — Include income, expenses, or all