Monthly Progress Report

The Monthly Progress Report is a feature only available in the mobile app. You can find it on your Dashboard section and it summarizes how your finances are doing step by step.

The review 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)


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