Docs

Financial reports and included transactions

Reports are calculated from transactions, wallet balances, budgets, and exchange rates. Open any total to see the transactions included in it.

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Report purpose

Budget reports compare spending with limits. Spending pace compares spending with elapsed time. Savings compares income with expenses. The anomaly, uncategorized-transaction, and import-health reports list records that need checking.

Period, currency, and filters

The selected period, wallets, categories, and report currency appear above the report. Tetri recalculates the totals when you change a filter.

Transactions included in the report

Open a total, chart cell, or warning to see the transactions behind it. Correct an incorrect amount, date, type, or category in the transaction itself.

Report limits

A report depends on complete imports, categories, exchange rates, and the selected filters. Tetri does not verify bank data or make financial decisions for you.