With the Accounts
tab selected, click on either the Line
or Bar
links.
This report has your overall spending vs saving and then breaks down your spending vs saving for each account.
Below each report is a table that shows the deposits, withdrawals and total gain/loss for each of the past 12 months.By default the reports will show data for the last 12 months. If you are a ClearCheckbook Premium member who has more than 12 months of data you will see two options appear at the top of the page.
Option | Description |
---|---|
Start Date |
You can select the month and year you would like to have the reports start at. |
Group by |
You can group the data by Month (default) or you can group it by Year |
Include Transfers |
Whether you want transfers to be included in your account reports. Not showing transfers is the default. |
In the example below, the Start Date
was changed to January 2014.
In this example, the Start Date
was set to January 2014 and the Group by
option was changed to Year