Reports, and Ask Clarity
The Reports window: choose a report, set the dates, generate, open any category to its rows, then PDF, link or email it. And Ask Clarity when the question is not in a report.
Your workbook may look different. If there is no brown band of buttons along the top, use the Money Mastery menu in the menu bar above your workbook. The names are a little different there: Categorize is Categorize Transactions, Reports is Clarity AI & Reports, Dashboard is Open Dashboard, and Start Here is Getting Started.
Watch
Read the transcript
Click the Reports button on the brown band at the top of your workbook. The Reports window opens in a new tab.
Click the report type and choose. Profit and Loss, or Categories Breakdown.
Click the date boxes and set the dates. A month, a quarter, the whole year. Click Generate Report.
What comes back is income against spending, the difference, and every category w.
Click any category and the rows behind the number open under it. No total is ever a mystery.
Now send it before you forget what it said. The row of buttons under the totals: PDF saves a copy to your Downloads folder. CSV saves the rows for a spreadsheet. Print opens your printer. Share lets you type an email address and send the report to your accountant, or anyone you choose. View and Share opens the report on its own page with a link you can copy.
When the question is not in a report, click Ask Clarity in the same row. Type it the way you would say it. Where did the money go in August. Press Enter.
Clarity reads your numbers and answers in plain words, with the figures it used .
Ask Clarity sits inside the Reports window, so you can generate the quarter, read it, and ask why March was high without leaving the page; the answer uses the same rows the report did.
A report is the answer to one question, for one stretch of time. Send it while it is fresh. See you next time.
Step by step
-
Click the Reports button on the brown band at the top of your workbookThe Reports window opens in a new tab.
-
Click the report type and chooseProfit and Loss, or Categories Breakdown.
-
Click the date boxes and set the datesA month, a quarter, the whole year. Click Generate Report.
-
What comes back is income against spending, the difference, and every category w
-
Click any category and the rows behind the number open under itNo total is ever a mystery.
-
Now send it before you forget what it saidThe row of buttons under the totals: PDF saves a copy to your Downloads folder. CSV saves the rows for a spreadsheet. Print opens your printer. Share lets you type an email address and send the report to your accountant, or anyone you choose. View and Share opens the report on its own page with a link you can copy.
-
When the question is not in a report, click Ask Clarity in the same rowType it the way you would say it. Where did the money go in August. Press Enter.
-
Clarity reads your numbers and answers in plain words, with the figures it used