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PDF Report

Download a professionally formatted PDF report of your monthly finances — ready to save, print, or share.

Generating a report

/report

Downloads the current month's report. For a past month:

/report 2026-02
/report 2025-12

What's in the report

The PDF includes:

  • Summary strip — total spending, transaction count, daily average, and top category at a glance
  • Spending by category — bar chart with amounts and percentages
  • Expense list — every expense for the month in a clean table (date, description, category, amount, account)
  • Income table — all income entries with source, amount, and linked account
  • Account balances — current balance for each account with account type

Each section is clearly labelled with headers and uses alternating row shading for easy reading.

Report format

  • A4 portrait PDF
  • Clean, printer-friendly layout with no excessive colour
  • Unicode support for all text (including MYR and special characters)
  • Delivered as a Telegram document you can save or forward

History access

How far back you can generate reports depends on your plan:

PlanReport access
FreeNot available
ProCurrent month
UltimateAll time

Plan requirement

PDF reports require a Pro or Ultimate plan.

tip

Generate a report at the end of each month to keep a permanent record of your finances — useful for tax filing, reimbursements, or personal review.