The monthly progress report is only available in the mobile app. You can find it on your dashboard and includes 11 steps:
- Cash Flow (Income, Expenses, Savings)
- Plan Progress (Actual vs Planned)
- Top Income Categories
- Top Expense Categories
- Cash Flow Trends (Last 4 Months)
- Net Worth
- Asset Balances
- Asset Breakdown
- Liability Balances
- Liability Breakdown
- Net Worth Progress (Last 4 Months)
