One of the strongest features of this program is the ability to produce reports of various types. Preparing a report and understanding it’s contents are the key issue of this program, that allows a deep view into your finance, and an understanding of your status.
Preparing the report is made easy by the “report wizard” that qualifies for experienced users as well as beginners.
The reports are divided into 4 families:
The report wizard screens:
Note:
To make reviewing easy in the future, all report characteristics can be saves to be used again in a single click of the mouse. Just select the pre-saved report, and click on the “Do It” button. The report is immediately created as it did at the time you defined it yourself.
In the first wizard folder you choose the report type. Then click on the “next” button for the next folder.
In this folder, you should select the accounts that participate in the report you want to create.
A report may include more then a single report. If your accounts are private or business accounts, you may choose the hole group with the speed buttons next to the list.
At the end click on the “next” button to go to the next wizard folder, the time period selection.
In this folder you will select the time period that the report should reflect.
A predefined common periods are already embedded in the program, so a “this year” or a “previous quarter” parameters are easily selected from the list box. Bot specific time periods are also possible to select from the edit boxes below it.
At times a comparative report is required, to do so, just click on the “comparative” button and select visually the time periods as seen below:
the comparison may be over a month, quarter, half year, or yearly basis. Click on the desired period, in both rows, then click on the “next” button to go to the next wizard folder, the group definition.
In this folder you will define the categories and the type of payments that will participate in the report.
If the report is of an “expense Vs income” type, you may want to see all your income only, or just the expense or both. Furthermore, if one is interested only in the amount spent on a specific category (say “insurance”) it is the simplest thing to do by choosing: “partial” button and then selecting the “insurance” category alone.
In the end, just click on the “next” button to go to the last folder: the “save-it do-it” folder.
In this folder you can save your defined report for future use, or produce it now.
Remember: in any stage you may go back and change selected options before you produce the report.