Types of Reports Available in EasyMoney
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EasyMoneyTM allows you to view several charts and reports on your income, expenses, cash flow and balance so that you can track your finances easily.

From Accounts Overview screen,

Press the MENU button 

Tap View Reports

 

 

  

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

 

 

 Select a Report Type

 

 

 

 

 

   

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

 

 

 Select a particular Account or All Accounts by Currency Type to view chart.

 

 

 

 

 

 

   

Types of Reports

 

EasyMoney offers 6 different reports that you can utilize to track your finances.

 - Expenses by Category         - Income by Category          - Monthly Expense

 - Monthly Income                 - Monthly Cash Flow            - Daily Balance Chart

 

 

 

 
 
 
 
 
To view expense chart by category for a default or predefined period. 

 

 

 

 

 

 

 

 

Tap each Expense Category to view more details including:

Drill Down by Subcategory
To view expenses by Subcategory. For example, the Category 'Food' may be drilled down into Subcategories 'Breakfast', 'Lunch' and 'Dinner'.
 
Drill Down by Payee/Item
To view expenses by payee or item. For example, 'Burger King', 'Wal-Mart' and 'Android Market App'.
 
View Transacations
To view details of transactions. You will be brought to the Account's transactions page.
 
 
 
 

For further viewing options at any time or to quickly view other reports and transactions, Press the Menu button

Change Period
To select a Date Range for the Report. By default, reports are tracked by This Month and Year to Date.
 
Select Report
To view report of a particular account 
 
View Transactions
To view transactions' details. You will be brought to an 'All Transactions' page or a specific account transaction page depending on if you are looking at one account or all accounts of the same currency.
 
Account Overview
To return to EasyMoneyTM's main page
 
More Reports
To view other report types.
 
Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

 

 

To view income chart by category for a default or predefined period.

 

 

 

  

 

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

  

 

To view expense chart by month. The default year range is Year to Date.

 

 

  

 

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

 

  

To view income chart by month. The default year range is Year to Date.

 

 

 

 

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

  

 

 

  

To view the difference between Income and Expense for each month. The default year range is Year to Date.

 

 

 

  

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\new account button.png

 

 

 

  

 

To view your daily account balance fluctuation over time. The default year range is Year to Date.

 

 

 

 

 

 

  Please note that:

 - Transfer Transactions between Accounts are not reflected in Reports

 - Accounts of different currencies are shown in separate Reports  

 - The phone may be tilted to view the reports in landscape view

    

   Main Manual |  Expense Tracking | Checkbook Management | Budgeting  

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