Financial reports

Personal Finance Reports for Spending, Cashflow, and Financial Health

Turn daily financial data into clear weekly insights so you can spend intentionally, adjust faster, and stay on track.

In active development — currently rolling out in phases.

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Reports
In progress
Spending
Food€520
Transport€280
Utilities€145
Total €1,345
Cashflow
AugSepOctNov
Avg surplus +€420/mo
Health
78out of 100
Budget adherenceGood
Savings rateFair
Debt ratioHigh

Reports that drive action

Spending by category

See where your money is going across categories so overspending becomes visible early.

Cashflow trends

Track inflows and outflows over time to understand momentum and avoid surprises.

Financial health signals

Review savings behavior and key risk indicators to support better short and long-term decisions.

How to use reports each week

1

Review what changed

Start with category spending and cashflow movement since last week.

2

Identify one key decision

Pick the most important adjustment: cut a category, rebalance savings, or review portfolio exposure.

3

Apply and monitor

Implement your change and use next week’s report to confirm progress.

What You Get

Category-level spending visibility
Cashflow trend context
Period-over-period account metrics
Portfolio performance signals alongside spending
Simple visuals for faster interpretation
Decision-ready summaries for weekly reviews

Reports FAQ

Which reports are included?

WonderMoney includes category spending, cashflow trends, and financial health reporting signals.

Can I use reports for weekly planning?

Yes. Reports are designed for regular review so you can adjust decisions week by week.

Do reports include portfolio context?

Yes. Portfolio performance and related metrics complement your spending and cashflow analysis.

Make better money decisions every week

Use clear reports to understand what changed and what to do next.

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